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 | $36,676 | $95,862-61.7% | $79,550-53.9% | $134,475-72.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.46% | -2.69%-16.8pp | 0.16%-19.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $157 | $3,128-95.0% | $2,413-93.5% | $4,740-96.7% |
| Participant deferral / active EE | $3,309 | $4,693-29.5% | $3,985-17.0% | $6,400-48.3% |
| Admin fee / account holder | $14,169 | $9,126+55.3% | $6,832+107.4% | $11,426+24.0% |