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 8-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 | $17,605 | $95,971-81.7% | $74,550-76.4% | $135,375-87.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.26% | 56.96%-63.2pp | 32.53%-38.8pp | 519.73%-526.0pp |
| Employer contribution / active EE | $189 | $2,716-93.0% | $1,961-90.4% | $4,779-96.0% |
| Participant deferral / active EE | $2,006 | $3,843-47.8% | $3,108-35.5% | $5,609-64.2% |
| Admin fee / account holder | $1,402 | $6,522-78.5% | $5,060-72.3% | $10,827-87.0% |