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 | $28,208 | $100,754-72.0% | $86,677-67.5% | $134,475-79.0% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -11.67% | 29.04%-40.7pp | 35.91%-47.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $931 | $3,489-73.3% | $2,836-67.2% | $4,740-80.3% |
| Participant deferral / active EE | $1,113 | $5,338-79.1% | $4,656-76.1% | $6,400-82.6% |
| Admin fee / account holder | $13,220 | $10,926+21.0% | $7,493+76.4% | $11,426+15.7% |