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 8-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 | $97,510 | $167,484-41.8% | $151,611-35.7% | $134,475-27.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.80% | 7.80%-28.6pp | 3.33%-24.1pp | 417.96%-438.8pp |
| Employer contribution / active EE | $19,350 | $6,829+183.3% | $6,166+213.8% | $4,740+308.3% |
| Participant deferral / active EE | $2,227 | $8,986-75.2% | $8,363-73.4% | $6,400-65.2% |
| Admin fee / account holder | $2,316 | $13,783-83.2% | $11,616-80.1% | $11,426-79.7% |