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 4-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 | $41,549 | $59,107-29.7% | $86,436-51.9% | $68,494-39.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.51% | -0.23%-14.3pp | 4394.89%-4409.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $322 | $2,519-87.2% | $3,769-91.5% | $2,596-87.6% |
| Participant deferral / active EE | $4,841 | $5,901-18.0% | $6,952-30.4% | $4,027+20.2% |
| Admin fee / account holder | $3,161 | $5,637-43.9% | $6,731-53.0% | $5,403-41.5% |