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 | $130,688 | $140,588-7.0% | $123,104+6.2% | $125,391+4.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.29% | 16.80%-17.1pp | 13.22%-13.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $2,048 | $6,041-66.1% | $5,151-60.2% | $4,866-57.9% |
| Participant deferral / active EE | $1,764 | $6,980-74.7% | $6,230-71.7% | $5,352-67.0% |
| Admin fee / account holder | $7,851 | $11,198-29.9% | $9,015-12.9% | $9,540-17.7% |