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 | $102,617 | $167,484-38.7% | $151,611-32.3% | $134,475-23.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.75% | 7.80%-16.6pp | 3.33%-12.1pp | 417.96%-426.7pp |
| Employer contribution / active EE | $2,682 | $6,829-60.7% | $6,166-56.5% | $4,740-43.4% |
| Participant deferral / active EE | $2,325 | $8,986-74.1% | $8,363-72.2% | $6,400-63.7% |
| Admin fee / account holder | $2,765 | $13,783-79.9% | $11,616-76.2% | $11,426-75.8% |