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 | $40,900 | $77,813-47.4% | $123,544-66.9% | $64,186-36.3% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.3%+7.9pp | 69.6%+20.6pp |
| Annual return | -4.32% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,717 | $3,014-43.0% | $4,628-62.9% | $2,381-27.9% |
| Participant deferral / active EE | $2,136 | $5,240-59.2% | $6,426-66.8% | $3,470-38.4% |
| Admin fee / account holder | $2,973 | $5,519-46.1% | $9,284-68.0% | $4,888-39.2% |