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 | $103,120 | $110,094-6.3% | $151,611-32.0% | $68,494+50.6% |
| Participation rate | 71.9% | 84.0%-12.1pp | 87.5%-15.6pp | 67.9%+4.0pp |
| Annual return | -16.89% | -10.12%-6.8pp | 3.33%-20.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,521 | $4,471-43.6% | $6,166-59.1% | $2,596-2.9% |
| Participant deferral / active EE | $3,020 | $6,527-53.7% | $8,363-63.9% | $4,027-25.0% |
| Admin fee / account holder | $4,523 | $7,719-41.4% | $11,616-61.1% | $5,403-16.3% |