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 | $28,119 | $113,935-75.3% | $94,224-70.2% | $125,391-77.6% |
| Participation rate | 90.9% | 82.9%+8.0pp | 78.8%+12.1pp | 83.2%+7.7pp |
| Annual return | 1.00% | 5.29%-4.3pp | 10.68%-9.7pp | 282.22%-281.2pp |
| Employer contribution / active EE | $1,136 | $4,727-76.0% | $3,587-68.3% | $4,866-76.6% |
| Participant deferral / active EE | $979 | $5,179-81.1% | $4,320-77.3% | $5,352-81.7% |
| Admin fee / account holder | $889 | $8,391-89.4% | $6,269-85.8% | $9,540-90.7% |