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 | $66,965 | $167,307-60.0% | $143,757-53.4% | $134,475-50.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -11.43% | 0.46%-11.9pp | -0.04%-11.4pp | 417.96%-429.4pp |
| Employer contribution / active EE | $2,687 | $5,619-52.2% | $4,951-45.7% | $4,740-43.3% |
| Participant deferral / active EE | $1,435 | $6,446-77.7% | $5,637-74.5% | $6,400-77.6% |
| Admin fee / account holder | $3,297 | $18,088-81.8% | $14,673-77.5% | $11,426-71.1% |