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 | $77,731 | $167,307-53.5% | $143,757-45.9% | $134,475-42.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.01% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,267 | $5,619-77.5% | $4,951-74.4% | $4,740-73.3% |
| Participant deferral / active EE | $1,472 | $6,446-77.2% | $5,637-73.9% | $6,400-77.0% |
| Admin fee / account holder | $345 | $18,088-98.1% | $14,673-97.6% | $11,426-97.0% |