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 | $71,440 | $58,577+22.0% | $83,333-14.3% | $64,186+11.3% |
| Participation rate | 88.9% | 72.0%+16.9pp | 77.8%+11.1pp | 69.6%+19.3pp |
| Annual return | -4.19% | 9.65%-13.8pp | 10.63%-14.8pp | 7.63%-11.8pp |
| Employer contribution / active EE | $390 | $2,098-81.4% | $3,379-88.5% | $2,381-83.6% |
| Participant deferral / active EE | $1,150 | $4,654-75.3% | $5,565-79.3% | $3,470-66.9% |
| Admin fee / account holder | $19,137 | $9,275+106.3% | $7,510+154.8% | $4,888+291.5% |