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 5-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 | $25,793 | $152,509-83.1% | $117,472-78.0% | $134,475-80.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.08% | 52.99%-68.1pp | 29.74%-44.8pp | 417.96%-433.0pp |
| Employer contribution / active EE | $93 | $5,571-98.3% | $4,176-97.8% | $4,740-98.0% |
| Participant deferral / active EE | $582 | $4,818-87.9% | $4,070-85.7% | $6,400-90.9% |
| Admin fee / account holder | $363 | $7,004-94.8% | $5,645-93.6% | $11,426-96.8% |