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 9-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 | $17,054 | $138,044-87.6% | $125,339-86.4% | $134,475-87.3% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -17.05% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $685 | $5,243-86.9% | $4,814-85.8% | $4,740-85.5% |
| Participant deferral / active EE | $3,248 | $7,799-58.3% | $7,446-56.4% | $6,400-49.2% |
| Admin fee / account holder | $13,820 | $11,571+19.4% | $10,010+38.1% | $11,426+20.9% |