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 5-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 | $69,475 | $53,822+29.1% | $75,696-8.2% | $85,850-19.1% |
| Participation rate | 97.3% | 69.1%+28.2pp | 74.8%+22.5pp | 69.3%+28.0pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.53%-104.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,425 | $2,017+20.3% | $2,743-11.6% | $2,565-5.5% |
| Participant deferral / active EE | $826 | $2,895-71.5% | $3,821-78.4% | $3,952-79.1% |
| Admin fee / account holder | $1,262 | $3,343-62.3% | $3,619-65.1% | $6,260-79.8% |