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 | $42,805 | $82,032-47.8% | $123,104-65.2% | $59,632-28.2% |
| Participation rate | 71.4% | 83.2%-11.8pp | 86.8%-15.3pp | 68.7%+2.8pp |
| Annual return | -0.26% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,180 | $3,297-64.2% | $5,151-77.1% | $2,203-46.4% |
| Participant deferral / active EE | $1,270 | $4,667-72.8% | $6,230-79.6% | $3,192-60.2% |
| Admin fee / account holder | $9,251 | $5,881+57.3% | $9,015+2.6% | $4,297+115.3% |