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 7-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 | $42,262 | $167,307-74.7% | $143,757-70.6% | $134,475-68.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.28% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,056 | $5,619-81.2% | $4,951-78.7% | $4,740-77.7% |
| Participant deferral / active EE | $8,358 | $6,446+29.7% | $5,637+48.3% | $6,400+30.6% |
| Admin fee / account holder | $1,079 | $18,088-94.0% | $14,673-92.6% | $11,426-90.6% |