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 | $110,927 | $113,935-2.6% | $94,224+17.7% | $125,391-11.5% |
| Participation rate | 84.2% | 82.9%+1.3pp | 78.8%+5.4pp | 83.2%+1.0pp |
| Annual return | 0.30% | 5.29%-5.0pp | 10.68%-10.4pp | 282.22%-281.9pp |
| Employer contribution / active EE | $4,485 | $4,727-5.1% | $3,587+25.0% | $4,866-7.8% |
| Participant deferral / active EE | $1,341 | $5,179-74.1% | $4,320-69.0% | $5,352-74.9% |
| Admin fee / account holder | $15,586 | $8,391+85.7% | $6,269+148.6% | $9,540+63.4% |