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 | $65,977 | $142,344-53.6% | $119,609-44.8% | $134,475-50.9% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -19.53% | -12.44%-7.1pp | -14.97%-4.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,302 | $5,222-75.1% | $4,232-69.2% | $4,740-72.5% |
| Participant deferral / active EE | $1,704 | $6,469-73.7% | $5,602-69.6% | $6,400-73.4% |
| Admin fee / account holder | $1,437 | $13,584-89.4% | $10,323-86.1% | $11,426-87.4% |