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 | $82,898 | $167,307-50.5% | $143,757-42.3% | $134,475-38.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -16.68% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,369 | $5,619-75.6% | $4,951-72.4% | $4,740-71.1% |
| Participant deferral / active EE | $1,518 | $6,446-76.5% | $5,637-73.1% | $6,400-76.3% |
| Admin fee / account holder | $2,439 | $18,088-86.5% | $14,673-83.4% | $11,426-78.7% |