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 5-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 | $68,222 | $110,094-38.0% | $151,611-55.0% | $68,494-0.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -6.63% | -10.12%+3.5pp | 3.33%-10.0pp | -7.84%+1.2pp |
| Employer contribution / active EE | $1,089 | $4,471-75.6% | $6,166-82.3% | $2,596-58.1% |
| Participant deferral / active EE | $4,206 | $6,527-35.6% | $8,363-49.7% | $4,027+4.4% |
| Admin fee / account holder | $36,173 | $7,719+368.6% | $11,616+211.4% | $5,403+569.5% |