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 | $108,066 | $167,484-35.5% | $151,611-28.7% | $134,475-19.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.50% | 7.80%-25.3pp | 3.33%-20.8pp | 417.96%-435.5pp |
| Employer contribution / active EE | $7,369 | $6,829+7.9% | $6,166+19.5% | $4,740+55.5% |
| Participant deferral / active EE | $2,407 | $8,986-73.2% | $8,363-71.2% | $6,400-62.4% |
| Admin fee / account holder | $1,409 | $13,783-89.8% | $11,616-87.9% | $11,426-87.7% |