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 | $97,747 | $64,707+51.1% | $112,228-12.9% | $68,494+42.7% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -10.29% | -11.40%+1.1pp | 27.45%-37.7pp | -7.84%-2.4pp |
| Employer contribution / active EE | $5,386 | $2,746+96.1% | $3,635+48.2% | $2,596+107.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,649 | $5,232+46.2% | $6,410+19.3% | $5,403+41.6% |