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 8-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 | $99,078 | $95,862+3.4% | $79,550+24.5% | $134,475-26.3% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -15.87% | -2.69%-13.2pp | 0.16%-16.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $121 | $3,128-96.1% | $2,413-95.0% | $4,740-97.5% |
| Participant deferral / active EE | $3,681 | $4,693-21.6% | $3,985-7.6% | $6,400-42.5% |
| Admin fee / account holder | $713 | $9,126-92.2% | $6,832-89.6% | $11,426-93.8% |