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 | $78,282 | $167,484-53.3% | $151,611-48.4% | $134,475-41.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.70% | 7.80%-16.5pp | 3.33%-12.0pp | 417.96%-426.7pp |
| Employer contribution / active EE | $3,217 | $6,829-52.9% | $6,166-47.8% | $4,740-32.1% |
| Participant deferral / active EE | $1,302 | $8,986-85.5% | $8,363-84.4% | $6,400-79.7% |
| Admin fee / account holder | $5,007 | $13,783-63.7% | $11,616-56.9% | $11,426-56.2% |