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 | $133,681 | $64,707+106.6% | $112,228+19.1% | $68,494+95.2% |
| Participation rate | 76.6% | 67.2%+9.4pp | 75.1%+1.5pp | 67.9%+8.7pp |
| Annual return | -17.92% | -11.40%-6.5pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | -$41 | $2,746-101.5% | $3,635-101.1% | $2,596-101.6% |
| Participant deferral / active EE | $8,165 | $3,565+129.0% | $4,728+72.7% | $4,027+102.7% |
| Admin fee / account holder | $3,397 | $5,232-35.1% | $6,410-47.0% | $5,403-37.1% |