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 | $77,889 | $160,055-51.3% | $140,016-44.4% | $135,375-42.5% |
| Participation rate | 76.2% | 88.5%-12.3pp | 87.5%-11.3pp | 82.6%-6.5pp |
| Annual return | -4.05% | 911.38%-915.4pp | 651.12%-655.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,050 | $6,420-68.1% | $5,606-63.4% | $4,779-57.1% |
| Participant deferral / active EE | $2,471 | $7,642-67.7% | $6,927-64.3% | $5,609-55.9% |
| Admin fee / account holder | $17,712 | $13,328+32.9% | $10,705+65.5% | $10,827+63.6% |