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 | $117,598 | $100,754+16.7% | $86,677+35.7% | $134,475-12.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.90% | 29.04%-44.9pp | 35.91%-51.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,855 | $3,489-46.8% | $2,836-34.6% | $4,740-60.9% |
| Participant deferral / active EE | $1,151 | $5,338-78.4% | $4,656-75.3% | $6,400-82.0% |
| Admin fee / account holder | $7,559 | $10,926-30.8% | $7,493+0.9% | $11,426-33.8% |