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 | $109,927 | $54,726+100.9% | $68,793+59.8% | $64,186+71.3% |
| Participation rate | 96.7% | 68.0%+28.6pp | 72.2%+24.4pp | 69.6%+27.1pp |
| Annual return | -4.60% | -1.62%-3.0pp | -4.63%0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $11,102 | $1,846+501.4% | $2,625+322.9% | $2,381+366.3% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,323 | $4,027-42.3% | $5,131-54.7% | $4,888-52.5% |