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 | $66,091 | $142,344-53.6% | $119,609-44.7% | $134,475-50.9% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -10.29% | -12.44%+2.1pp | -14.97%+4.7pp | 417.96%-428.3pp |
| Employer contribution / active EE | $3,115 | $5,222-40.3% | $4,232-26.4% | $4,740-34.3% |
| Participant deferral / active EE | $553 | $6,469-91.5% | $5,602-90.1% | $6,400-91.4% |
| Admin fee / account holder | $1,245 | $13,584-90.8% | $10,323-87.9% | $11,426-89.1% |