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 | $14,353 | $92,703-84.5% | $82,719-82.6% | $134,475-89.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.07% | 944.92%-962.0pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $298 | $3,274-90.9% | $3,009-90.1% | $4,740-93.7% |
| Participant deferral / active EE | $2,217 | $4,802-53.8% | $4,395-49.6% | $6,400-65.4% |
| Admin fee / account holder | $2,870 | $5,983-52.0% | $5,329-46.1% | $11,426-74.9% |