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 | $76,936 | $57,354+34.1% | $83,848-8.2% | $64,186+19.9% |
| Participation rate | 83.8% | 68.6%+15.2pp | 76.1%+7.6pp | 69.6%+14.2pp |
| Annual return | -4.32% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $6,189 | $2,545+143.1% | $3,631+70.5% | $2,381+159.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $555 | $4,046-86.3% | $5,478-89.9% | $4,888-88.6% |