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 | $41,808 | $94,529-55.8% | $140,016-70.1% | $64,186-34.9% |
| Participation rate | 89.6% | 84.1%+5.5pp | 87.5%+2.1pp | 69.6%+20.0pp |
| Annual return | -6.04% | 7.77%-13.8pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,219 | $3,812-68.0% | $5,606-78.3% | $2,381-48.8% |
| Participant deferral / active EE | $2,318 | $5,250-55.8% | $6,927-66.5% | $3,470-33.2% |
| Admin fee / account holder | $2,822 | $6,741-58.1% | $10,705-73.6% | $4,888-42.3% |