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 | $24,435 | $92,222-73.5% | $76,768-68.2% | $135,375-82.0% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -0.40% | 5.46%-5.9pp | 2.43%-2.8pp | 519.73%-520.1pp |
| Employer contribution / active EE | $333 | $3,216-89.6% | $2,485-86.6% | $4,779-93.0% |
| Participant deferral / active EE | $2,059 | $4,509-54.3% | $3,852-46.5% | $5,609-63.3% |
| Admin fee / account holder | $830 | $10,748-92.3% | $6,675-87.6% | $10,827-92.3% |