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 | $139,158 | $127,100+9.5% | $105,738+31.6% | $135,375+2.8% |
| Participation rate | 93.8% | 82.7%+11.0pp | 76.3%+17.4pp | 82.6%+11.1pp |
| Annual return | -2.04% | 4.49%-6.5pp | 6.27%-8.3pp | 519.73%-521.8pp |
| Employer contribution / active EE | $3,262 | $4,107-20.6% | $3,268-0.2% | $4,779-31.7% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,464 | $9,087-83.9% | $6,913-78.8% | $10,827-86.5% |