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 | $62,011 | $167,484-63.0% | $151,611-59.1% | $134,475-53.9% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.5%-1.1pp | 81.2%+5.1pp |
| Annual return | -8.88% | 7.80%-16.7pp | 3.33%-12.2pp | 417.96%-426.8pp |
| Employer contribution / active EE | $2,553 | $6,829-62.6% | $6,166-58.6% | $4,740-46.1% |
| Participant deferral / active EE | $3,128 | $8,986-65.2% | $8,363-62.6% | $6,400-51.1% |
| Admin fee / account holder | $11,708 | $13,783-15.1% | $11,616+0.8% | $11,426+2.5% |