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 9-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 | $7,170 | $93,024-92.3% | $77,024-90.7% | $134,475-94.7% |
| Participation rate | 91.7% | 74.5%+17.2pp | 67.9%+23.8pp | 81.2%+10.4pp |
| Annual return | -15.67% | 62.60%-78.3pp | 42.32%-58.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,116 | $5,238-78.7% | $4,426-74.8% | $6,400-82.6% |
| Admin fee / account holder | $464 | $6,944-93.3% | $5,425-91.5% | $11,426-95.9% |