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 | $131,024 | $71,883+82.3% | $86,677+51.2% | $68,494+91.3% |
| Participation rate | 71.1% | 72.2%-1.2pp | 76.6%-5.5pp | 67.9%+3.2pp |
| Annual return | -7.82% | 3.52%-11.3pp | 35.91%-43.7pp | -7.84%0pp |
| Employer contribution / active EE | $6,579 | $2,173+202.8% | $2,836+131.9% | $2,596+153.4% |
| Participant deferral / active EE | $1,332 | $3,779-64.7% | $4,656-71.4% | $4,027-66.9% |
| Admin fee / account holder | $7,758 | $6,112+26.9% | $7,493+3.5% | $5,403+43.6% |