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 | $24,895 | $97,044-74.3% | $83,333-70.1% | $135,375-81.6% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.8%+4.1pp | 82.6%-0.8pp |
| Annual return | -4.58% | 12.31%-16.9pp | 10.63%-15.2pp | 519.73%-524.3pp |
| Employer contribution / active EE | $511 | $4,143-87.7% | $3,379-84.9% | $4,779-89.3% |
| Participant deferral / active EE | $1,418 | $5,964-76.2% | $5,565-74.5% | $5,609-74.7% |
| Admin fee / account holder | $490 | $8,380-94.2% | $7,510-93.5% | $10,827-95.5% |