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.
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 | $21,469 | $167,307-87.2% | $143,757-85.1% | $134,475-84.0% |
| Participation rate | 78.3% | 84.8%-6.5pp | 80.3%-2.0pp | 81.2%-3.0pp |
| Annual return | -12.49% | 0.46%-12.9pp | -0.04%-12.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,178 | $5,619-79.0% | $4,951-76.2% | $4,740-75.1% |
| Participant deferral / active EE | $846 | $6,446-86.9% | $5,637-85.0% | $6,400-86.8% |
| Admin fee / account holder | $1,406 | $18,088-92.2% | $14,673-90.4% | $11,426-87.7% |