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 7-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 | $48,675 | $167,307-70.9% | $143,757-66.1% | $134,475-63.8% |
| Participation rate | 87.0% | 84.8%+2.1pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -9.09% | 0.46%-9.6pp | -0.04%-9.1pp | 417.96%-427.1pp |
| Employer contribution / active EE | $1,782 | $5,619-68.3% | $4,951-64.0% | $4,740-62.4% |
| Participant deferral / active EE | $663 | $6,446-89.7% | $5,637-88.2% | $6,400-89.6% |
| Admin fee / account holder | $5,407 | $18,088-70.1% | $14,673-63.2% | $11,426-52.7% |