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 | $41,313 | $142,344-71.0% | $119,609-65.5% | $134,475-69.3% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -16.90% | -12.44%-4.5pp | -14.97%-1.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $165 | $5,222-96.8% | $4,232-96.1% | $4,740-96.5% |
| Participant deferral / active EE | $2,513 | $6,469-61.2% | $5,602-55.1% | $6,400-60.7% |
| Admin fee / account holder | $620 | $13,584-95.4% | $10,323-94.0% | $11,426-94.6% |