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 | $99,007 | $42,894+130.8% | $60,874+62.6% | $68,494+44.5% |
| Participation rate | 88.1% | 66.8%+21.3pp | 73.1%+15.0pp | 67.9%+20.2pp |
| Annual return | -6.06% | -13.98%+7.9pp | 16.90%-23.0pp | -7.84%+1.8pp |
| Employer contribution / active EE | $1,385 | $1,978-30.0% | $2,701-48.7% | $2,596-46.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $24,448 | $3,101+688.5% | $3,224+658.3% | $5,403+352.5% |