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 | $44,043 | $133,958-67.1% | $112,228-60.8% | $134,475-67.2% |
| Participation rate | 77.3% | 78.6%-1.3pp | 75.1%+2.2pp | 81.2%-3.9pp |
| Annual return | -14.59% | 47.11%-61.7pp | 27.45%-42.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $940 | $4,038-76.7% | $3,635-74.1% | $4,740-80.2% |
| Participant deferral / active EE | $501 | $5,291-90.5% | $4,728-89.4% | $6,400-92.2% |
| Admin fee / account holder | $500 | $7,489-93.3% | $6,410-92.2% | $11,426-95.6% |