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 | $100,617 | $127,386-21.0% | $115,037-12.5% | $125,391-19.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.46% | 31.28%-32.7pp | 26.14%-27.6pp | 282.22%-283.7pp |
| Employer contribution / active EE | $3,883 | $5,166-24.8% | $4,608-15.7% | $4,866-20.2% |
| Participant deferral / active EE | $1,945 | $6,423-69.7% | $6,026-67.7% | $5,352-63.7% |
| Admin fee / account holder | $574 | $9,516-94.0% | $8,175-93.0% | $9,540-94.0% |