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 | $33,316 | $94,529-64.8% | $140,016-76.2% | $64,186-48.1% |
| Participation rate | 98.7% | 84.1%+14.6pp | 87.5%+11.2pp | 69.6%+29.1pp |
| Annual return | -0.14% | 7.77%-7.9pp | 651.12%-651.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $1,210 | $3,812-68.2% | $5,606-78.4% | $2,381-49.2% |
| Participant deferral / active EE | $1,239 | $5,250-76.4% | $6,927-82.1% | $3,470-64.3% |
| Admin fee / account holder | $5,588 | $6,741-17.1% | $10,705-47.8% | $4,888+14.3% |