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 | $67,848 | $95,862-29.2% | $79,550-14.7% | $134,475-49.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -15.29% | -2.69%-12.6pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $167 | $3,128-94.7% | $2,413-93.1% | $4,740-96.5% |
| Participant deferral / active EE | $3,468 | $4,693-26.1% | $3,985-13.0% | $6,400-45.8% |
| Admin fee / account holder | $2,210 | $9,126-75.8% | $6,832-67.7% | $11,426-80.7% |