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 | $41,968 | $63,953-34.4% | $54,726-23.3% | $135,375-69.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -0.76% | -5.77%+5.0pp | -4.56%+3.8pp | 519.73%-520.5pp |
| Employer contribution / active EE | $0 | $4,256-100.0% | $3,449-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,002 | $4,810+45.6% | $3,953+77.1% | $5,609+24.8% |
| Admin fee / account holder | $925 | $4,567-79.7% | $3,818-75.8% | $10,827-91.5% |