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 | $108,510 | $97,044+11.8% | $83,333+30.2% | $135,375-19.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -5.30% | 12.31%-17.6pp | 10.63%-15.9pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,267 | $4,143-69.4% | $3,379-62.5% | $4,779-73.5% |
| Participant deferral / active EE | $560 | $5,964-90.6% | $5,565-89.9% | $5,609-90.0% |
| Admin fee / account holder | $2,600 | $8,380-69.0% | $7,510-65.4% | $10,827-76.0% |