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 7-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 | $36,957 | $167,307-77.9% | $143,757-74.3% | $134,475-72.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.22% | 0.46%-1.7pp | -0.04%-1.2pp | 417.96%-419.2pp |
| Employer contribution / active EE | $2,248 | $5,619-60.0% | $4,951-54.6% | $4,740-52.6% |
| Participant deferral / active EE | $1,750 | $6,446-72.9% | $5,637-69.0% | $6,400-72.7% |
| Admin fee / account holder | $8,934 | $18,088-50.6% | $14,673-39.1% | $11,426-21.8% |