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 | $43,864 | $94,529-53.6% | $140,016-68.7% | $64,186-31.7% |
| Participation rate | 97.9% | 84.1%+13.8pp | 87.5%+10.4pp | 69.6%+28.3pp |
| Annual return | -4.74% | 7.77%-12.5pp | 651.12%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,310 | $3,812-39.4% | $5,606-58.8% | $2,381-3.0% |
| Participant deferral / active EE | $2,356 | $5,250-55.1% | $6,927-66.0% | $3,470-32.1% |
| Admin fee / account holder | $326 | $6,741-95.2% | $10,705-97.0% | $4,888-93.3% |