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 | $47,584 | $49,177-3.2% | $79,464-40.1% | $64,186-25.9% |
| Participation rate | 93.1% | 65.0%+28.1pp | 73.3%+19.8pp | 69.6%+23.5pp |
| Annual return | 4.39% | -1.16%+5.5pp | 718.14%-713.8pp | 7.63%-3.2pp |
| Employer contribution / active EE | $2,354 | $2,076+13.4% | $2,800-16.0% | $2,381-1.1% |
| Participant deferral / active EE | $777 | $2,821-72.5% | $3,704-79.0% | $3,470-77.6% |
| Admin fee / account holder | $995 | $3,839-74.1% | $5,113-80.5% | $4,888-79.6% |