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 | $31,041 | $167,484-81.5% | $151,611-79.5% | $134,475-76.9% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 81.2%+12.9pp |
| Annual return | -17.20% | 7.80%-25.0pp | 3.33%-20.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,671 | $6,829-75.5% | $6,166-72.9% | $4,740-64.8% |
| Participant deferral / active EE | $2,571 | $8,986-71.4% | $8,363-69.3% | $6,400-59.8% |
| Admin fee / account holder | $338 | $13,783-97.5% | $11,616-97.1% | $11,426-97.0% |