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 | $67,505 | $167,484-59.7% | $151,611-55.5% | $134,475-49.8% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -10.89% | 7.80%-18.7pp | 3.33%-14.2pp | 417.96%-428.9pp |
| Employer contribution / active EE | $7,425 | $6,829+8.7% | $6,166+20.4% | $4,740+56.6% |
| Participant deferral / active EE | $2,600 | $8,986-71.1% | $8,363-68.9% | $6,400-59.4% |
| Admin fee / account holder | $1,199 | $13,783-91.3% | $11,616-89.7% | $11,426-89.5% |