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.
Participant 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 | $41,008 | $73,004-43.8% | $90,749-54.8% | $68,494-40.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.56% | -13.81%-0.7pp | -12.16%-2.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,943 | $2,193+125.4% | $2,921+69.2% | $2,596+90.4% |
| Participant deferral / active EE | $870 | $3,627-76.0% | $4,564-80.9% | $4,027-78.4% |
| Admin fee / account holder | $3,141 | $5,896-46.7% | $8,445-62.8% | $5,403-41.9% |