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 | $50,009 | $94,529-47.1% | $140,016-64.3% | $64,186-22.1% |
| Participation rate | 95.7% | 84.1%+11.7pp | 87.5%+8.2pp | 69.6%+26.2pp |
| Annual return | -4.80% | 7.77%-12.6pp | 651.12%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,722 | $3,812-54.8% | $5,606-69.3% | $2,381-27.7% |
| Participant deferral / active EE | $2,379 | $5,250-54.7% | $6,927-65.7% | $3,470-31.4% |
| Admin fee / account holder | $1,935 | $6,741-71.3% | $10,705-81.9% | $4,888-60.4% |