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 | $21,705 | $95,862-77.4% | $79,550-72.7% | $134,475-83.9% |
| Participation rate | 76.5% | 75.0%+1.4pp | 69.5%+7.0pp | 81.2%-4.8pp |
| Annual return | -15.56% | -2.69%-12.9pp | 0.16%-15.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $190 | $3,128-93.9% | $2,413-92.1% | $4,740-96.0% |
| Participant deferral / active EE | $2,229 | $4,693-52.5% | $3,985-44.1% | $6,400-65.2% |
| Admin fee / account holder | $1,657 | $9,126-81.8% | $6,832-75.8% | $11,426-85.5% |