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 | $116,040 | $133,958-13.4% | $112,228+3.4% | $134,475-13.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.39% | 47.11%-64.5pp | 27.45%-44.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,440 | $4,038+10.0% | $3,635+22.2% | $4,740-6.3% |
| Participant deferral / active EE | $682 | $5,291-87.1% | $4,728-85.6% | $6,400-89.4% |
| Admin fee / account holder | $9,912 | $7,489+32.4% | $6,410+54.6% | $11,426-13.3% |