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 | $190,419 | $81,900+132.5% | $119,609+59.2% | $68,494+178.0% |
| Participation rate | 87.2% | 71.9%+15.3pp | 79.3%+7.9pp | 67.9%+19.3pp |
| Annual return | 5.01% | -23.82%+28.8pp | -14.97%+20.0pp | -7.84%+12.8pp |
| Employer contribution / active EE | $4,379 | $2,693+62.6% | $4,232+3.5% | $2,596+68.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $10,927 | $6,582+66.0% | $10,323+5.8% | $5,403+102.2% |