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 | $52,803 | $140,588-62.4% | $123,104-57.1% | $125,391-57.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.85% | 16.80%-15.9pp | 13.22%-12.4pp | 282.22%-281.4pp |
| Employer contribution / active EE | $2,456 | $6,041-59.3% | $5,151-52.3% | $4,866-49.5% |
| Participant deferral / active EE | $744 | $6,980-89.3% | $6,230-88.1% | $5,352-86.1% |
| Admin fee / account holder | $578 | $11,198-94.8% | $9,015-93.6% | $9,540-93.9% |