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 | $29,266 | $167,307-82.5% | $143,757-79.6% | $134,475-78.2% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -2.70% | 0.46%-3.2pp | -0.04%-2.7pp | 417.96%-420.7pp |
| Employer contribution / active EE | $5,373 | $5,619-4.4% | $4,951+8.5% | $4,740+13.4% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $65,932 | $18,088+264.5% | $14,673+349.3% | $11,426+477.0% |