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 | $19,992 | $86,699-76.9% | $73,307-72.7% | $125,391-84.1% |
| Participation rate | 90.5% | 78.6%+11.9pp | 74.9%+15.6pp | 83.2%+7.3pp |
| Annual return | 1.07% | 2.78%-1.7pp | 5.67%-4.6pp | 282.22%-281.2pp |
| Employer contribution / active EE | $433 | $4,152-89.6% | $3,237-86.6% | $4,866-91.1% |
| Participant deferral / active EE | $992 | $5,550-82.1% | $4,991-80.1% | $5,352-81.5% |
| Admin fee / account holder | $865 | $7,771-88.9% | $5,637-84.6% | $9,540-90.9% |