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 | $25,898 | $167,307-84.5% | $143,757-82.0% | $134,475-80.7% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -19.53% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $970 | $5,619-82.7% | $4,951-80.4% | $4,740-79.5% |
| Participant deferral / active EE | $2,363 | $6,446-63.3% | $5,637-58.1% | $6,400-63.1% |
| Admin fee / account holder | $5,822 | $18,088-67.8% | $14,673-60.3% | $11,426-49.0% |