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 6-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 | $21,458 | $59,805-64.1% | $79,550-73.0% | $68,494-68.7% |
| Participation rate | 81.5% | 61.1%+20.4pp | 69.5%+12.0pp | 67.9%+13.6pp |
| Annual return | -10.22% | -12.30%+2.1pp | 0.16%-10.4pp | -7.84%-2.4pp |
| Employer contribution / active EE | $153 | $1,505-89.8% | $2,413-93.7% | $2,596-94.1% |
| Participant deferral / active EE | $4,756 | $3,024+57.3% | $3,985+19.3% | $4,027+18.1% |
| Admin fee / account holder | $616 | $4,835-87.3% | $6,832-91.0% | $5,403-88.6% |