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 8-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 | $15,803 | $117,690-86.6% | $71,735-78.0% | $134,475-88.2% |
| Participation rate | 85.7% | 68.8%+16.9pp | 62.3%+23.4pp | 81.2%+4.5pp |
| Annual return | -3.65% | 25.44%-29.1pp | 9.14%-12.8pp | 417.96%-421.6pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,857 | $3,759+29.2% | $2,658+82.7% | $6,400-24.1% |
| Admin fee / account holder | $1,007 | $6,379-84.2% | $3,974-74.7% | $11,426-91.2% |