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 8-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 | $17,661 | $100,754-82.5% | $86,677-79.6% | $134,475-86.9% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -12.82% | 29.04%-41.9pp | 35.91%-48.7pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,133 | $3,489-67.5% | $2,836-60.0% | $4,740-76.1% |
| Participant deferral / active EE | $1,336 | $5,338-75.0% | $4,656-71.3% | $6,400-79.1% |
| Admin fee / account holder | $14,661 | $10,926+34.2% | $7,493+95.7% | $11,426+28.3% |