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 | $132,168 | $142,344-7.1% | $119,609+10.5% | $134,475-1.7% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -3.46% | -12.44%+9.0pp | -14.97%+11.5pp | 417.96%-421.4pp |
| Employer contribution / active EE | $13,825 | $5,222+164.7% | $4,232+226.7% | $4,740+191.7% |
| Participant deferral / active EE | $954 | $6,469-85.3% | $5,602-83.0% | $6,400-85.1% |
| Admin fee / account holder | $5,000 | $13,584-63.2% | $10,323-51.6% | $11,426-56.2% |