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 6-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 | $15,216 | $65,061-76.6% | $143,757-89.4% | $66,914-77.3% |
| Participation rate | 91.8% | 65.2%+26.6pp | 80.3%+11.5pp | 69.8%+22.0pp |
| Annual return | -2.18% | -11.14%+9.0pp | -0.04%-2.1pp | 1.58%-3.8pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $10,775 | $2,919+269.1% | $5,637+91.1% | $4,237+154.3% |
| Admin fee / account holder | $2,231 | $502+344.4% | $14,673-84.8% | $593+276.0% |