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 | $67,332 | $142,344-52.7% | $119,609-43.7% | $134,475-49.9% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -16.45% | -12.44%-4.0pp | -14.97%-1.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,105 | $5,222-40.5% | $4,232-26.6% | $4,740-34.5% |
| Participant deferral / active EE | $731 | $6,469-88.7% | $5,602-86.9% | $6,400-88.6% |
| Admin fee / account holder | $2,650 | $13,584-80.5% | $10,323-74.3% | $11,426-76.8% |