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 | $17,926 | $158,817-88.7% | $121,196-85.2% | $135,375-86.8% |
| Participation rate | 91.3% | 79.3%+12.0pp | 71.7%+19.6pp | 82.6%+8.7pp |
| Annual return | -3.26% | -0.64%-2.6pp | 16.93%-20.2pp | 519.73%-523.0pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,347 | $4,005-41.4% | $3,344-29.8% | $5,609-58.1% |
| Admin fee / account holder | $1,064 | $6,512-83.7% | $5,019-78.8% | $10,827-90.2% |