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 | $37,886 | $190,805-80.1% | $159,960-76.3% | $134,475-71.8% |
| Participation rate | 72.2% | 81.9%-9.7pp | 78.0%-5.7pp | 81.2%-9.0pp |
| Annual return | -18.81% | 552.23%-571.0pp | 408.60%-427.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $401 | $4,995-92.0% | $4,226-90.5% | $4,740-91.5% |
| Participant deferral / active EE | $2,760 | $6,923-60.1% | $6,182-55.4% | $6,400-56.9% |
| Admin fee / account holder | $367 | $10,471-96.5% | $8,698-95.8% | $11,426-96.8% |