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 | $127,196 | $167,307-24.0% | $143,757-11.5% | $134,475-5.4% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -12.36% | 0.46%-12.8pp | -0.04%-12.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,279 | $5,619-59.4% | $4,951-54.0% | $4,740-51.9% |
| Participant deferral / active EE | $1,438 | $6,446-77.7% | $5,637-74.5% | $6,400-77.5% |
| Admin fee / account holder | $11,448 | $18,088-36.7% | $14,673-22.0% | $11,426+0.2% |