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 | $18,208 | $138,044-86.8% | $125,339-85.5% | $134,475-86.5% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | -17.63% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $889 | $5,243-83.0% | $4,814-81.5% | $4,740-81.2% |
| Participant deferral / active EE | $4,020 | $7,799-48.5% | $7,446-46.0% | $6,400-37.2% |
| Admin fee / account holder | $2,307 | $11,571-80.1% | $10,010-77.0% | $11,426-79.8% |