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 | $81,093 | $142,344-43.0% | $119,609-32.2% | $134,475-39.7% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -15.20% | -12.44%-2.8pp | -14.97%-0.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,849 | $5,222-64.6% | $4,232-56.3% | $4,740-61.0% |
| Participant deferral / active EE | $967 | $6,469-85.1% | $5,602-82.7% | $6,400-84.9% |
| Admin fee / account holder | $32,935 | $13,584+142.5% | $10,323+219.0% | $11,426+188.2% |