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 | $65,886 | $110,094-40.2% | $151,611-56.5% | $68,494-3.8% |
| Participation rate | 97.7% | 84.0%+13.7pp | 87.5%+10.2pp | 67.9%+29.8pp |
| Annual return | -18.12% | -10.12%-8.0pp | 3.33%-21.5pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,709 | $4,471-39.4% | $6,166-56.1% | $2,596+4.4% |
| Participant deferral / active EE | $3,024 | $6,527-53.7% | $8,363-63.8% | $4,027-24.9% |
| Admin fee / account holder | $947 | $7,719-87.7% | $11,616-91.8% | $5,403-82.5% |