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 | $104,707 | $56,484+85.4% | $169,463-38.2% | $64,186+63.1% |
| Participation rate | 91.7% | 64.5%+27.1pp | 77.8%+13.9pp | 69.6%+22.1pp |
| Annual return | -4.55% | -1.55%-3.0pp | 1.83%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,287 | $1,832+134.0% | $4,159+3.1% | $2,381+80.1% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,800 | $4,174-9.0% | $9,109-58.3% | $4,888-22.3% |