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 | $27,936 | $190,805-85.4% | $159,960-82.5% | $134,475-79.2% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -15.21% | 552.23%-567.4pp | 408.60%-423.8pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,068 | $4,995-78.6% | $4,226-74.7% | $4,740-77.5% |
| Participant deferral / active EE | $939 | $6,923-86.4% | $6,182-84.8% | $6,400-85.3% |
| Admin fee / account holder | $1,491 | $10,471-85.8% | $8,698-82.9% | $11,426-87.0% |