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 | $99,868 | $94,529+5.6% | $140,016-28.7% | $64,186+55.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -1.19% | 7.77%-9.0pp | 651.12%-652.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,753 | $3,812-54.0% | $5,606-68.7% | $2,381-26.4% |
| Participant deferral / active EE | $701 | $5,250-86.6% | $6,927-89.9% | $3,470-79.8% |
| Admin fee / account holder | $5,936 | $6,741-11.9% | $10,705-44.6% | $4,888+21.4% |