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 | $53,112 | $62,586-15.1% | $76,768-30.8% | $64,186-17.3% |
| Participation rate | 80.6% | 72.8%+7.8pp | 77.0%+3.7pp | 69.6%+11.1pp |
| Annual return | -3.99% | -1.95%-2.0pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,296 | $1,832+79.9% | $2,485+32.6% | $2,381+38.4% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,183 | $4,667+161.0% | $6,675+82.5% | $4,888+149.2% |