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 | $51,584 | $87,540-41.1% | $75,781-31.9% | $125,391-58.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.47% | 13.48%-17.0pp | 9.68%-13.1pp | 282.22%-285.7pp |
| Employer contribution / active EE | $3,832 | $3,930-2.5% | $3,323+15.3% | $4,866-21.2% |
| Participant deferral / active EE | $267 | $4,229-93.7% | $3,651-92.7% | $5,352-95.0% |
| Admin fee / account holder | $7,311 | $6,502+12.5% | $5,299+38.0% | $9,540-23.4% |