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.
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 | $28,543 | $70,475-59.5% | $100,516-71.6% | $79,858-64.3% |
| Participation rate | 78.9% | 73.7%+5.2pp | 79.4%-0.5pp | 69.6%+9.2pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,860 | $5,181-64.1% | $6,270-70.3% | $3,740-50.3% |
| Admin fee / account holder | $2,231 | $4,478-50.2% | $8,081-72.4% | $5,306-57.9% |