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 7-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 | $45,245 | $40,256+12.4% | $57,343-21.1% | $59,632-24.1% |
| Participation rate | 91.7% | 69.2%+22.5pp | 75.1%+16.6pp | 68.7%+23.0pp |
| Annual return | 1.90% | 27.49%-25.6pp | 24.39%-22.5pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $6,544 | $1,922+240.5% | $2,689+143.4% | $2,203+197.1% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,788 | $2,818+176.4% | $3,356+132.1% | $4,297+81.2% |