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 | $22,679 | $106,115-78.6% | $85,969-73.6% | $125,391-81.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 76.5%+6.8pp | 83.2%+0.1pp |
| Annual return | -1.27% | 13.93%-15.2pp | 9.32%-10.6pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,780 | $4,537-60.8% | $3,474-48.8% | $4,866-63.4% |
| Participant deferral / active EE | $877 | $4,859-82.0% | $3,829-77.1% | $5,352-83.6% |
| Admin fee / account holder | $1,185 | $8,144-85.5% | $6,053-80.4% | $9,540-87.6% |