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 | $47,216 | $81,900-42.3% | $119,609-60.5% | $68,494-31.1% |
| Participation rate | 88.1% | 71.9%+16.2pp | 79.3%+8.8pp | 67.9%+20.2pp |
| Annual return | -16.33% | -23.82%+7.5pp | -14.97%-1.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $398 | $2,693-85.2% | $4,232-90.6% | $2,596-84.7% |
| Participant deferral / active EE | $2,119 | $4,148-48.9% | $5,602-62.2% | $4,027-47.4% |
| Admin fee / account holder | $4,804 | $6,582-27.0% | $10,323-53.5% | $5,403-11.1% |