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 8-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 | $134,533 | $105,860+27.1% | $90,749+48.2% | $134,4750% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -3.48% | -11.01%+7.5pp | -12.16%+8.7pp | 417.96%-421.4pp |
| Employer contribution / active EE | $707 | $3,462-79.6% | $2,921-75.8% | $4,740-85.1% |
| Participant deferral / active EE | $1,201 | $5,216-77.0% | $4,564-73.7% | $6,400-81.2% |
| Admin fee / account holder | $41,707 | $13,938+199.2% | $8,445+393.9% | $11,426+265.0% |