See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,459 | $167,307-86.6% | $143,757-84.4% | $134,475-83.3% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -10.80% | 0.46%-11.3pp | -0.04%-10.8pp | 417.96%-428.8pp |
| Employer contribution / active EE | $586 | $5,619-89.6% | $4,951-88.2% | $4,740-87.6% |
| Participant deferral / active EE | $2,159 | $6,446-66.5% | $5,637-61.7% | $6,400-66.3% |
| Admin fee / account holder | $1,099 | $18,088-93.9% | $14,673-92.5% | $11,426-90.4% |