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 | $80,628 | $167,307-51.8% | $143,757-43.9% | $134,475-40.0% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -15.72% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $20,000 | $5,619+255.9% | $4,951+304.0% | $4,740+322.0% |
| Participant deferral / active EE | $931 | $6,446-85.6% | $5,637-83.5% | $6,400-85.4% |
| Admin fee / account holder | $10,943 | $18,088-39.5% | $14,673-25.4% | $11,426-4.2% |