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 10-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 | $31,332 | $57,354-45.4% | $83,848-62.6% | $64,186-51.2% |
| Participation rate | 93.3% | 68.6%+24.7pp | 76.1%+17.2pp | 69.6%+23.8pp |
| Annual return | -5.81% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,195 | $2,545+104.1% | $3,631+43.1% | $2,381+118.2% |
| Participant deferral / active EE | $636 | $2,993-78.7% | $4,082-84.4% | $3,470-81.7% |
| Admin fee / account holder | $3,743 | $4,046-7.5% | $5,478-31.7% | $4,888-23.4% |