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 7-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 | $31,637 | $81,900-61.4% | $119,609-73.5% | $68,494-53.8% |
| Participation rate | 83.6% | 71.9%+11.7pp | 79.3%+4.3pp | 67.9%+15.7pp |
| Annual return | -5.73% | -23.82%+18.1pp | -14.97%+9.2pp | -7.84%+2.1pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,154 | $4,148+24.3% | $5,602-8.0% | $4,027+28.0% |
| Admin fee / account holder | $5,011 | $6,582-23.9% | $10,323-51.5% | $5,403-7.2% |