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 9-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 | $76,366 | $52,903+44.4% | $73,307+4.2% | $59,632+28.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -0.15% | 12.20%-12.3pp | 5.67%-5.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,081 | $1,909-43.4% | $3,237-66.6% | $2,203-50.9% |
| Participant deferral / active EE | $438 | $4,069-89.2% | $4,991-91.2% | $3,192-86.3% |
| Admin fee / account holder | $2,407 | $3,834-37.2% | $5,637-57.3% | $4,297-44.0% |