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 | $99,678 | $110,094-9.5% | $151,611-34.3% | $68,494+45.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.28% | -10.12%-3.2pp | 3.33%-16.6pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,246 | $4,471-49.8% | $6,166-63.6% | $2,596-13.5% |
| Participant deferral / active EE | $2,632 | $6,527-59.7% | $8,363-68.5% | $4,027-34.6% |
| Admin fee / account holder | $564 | $7,719-92.7% | $11,616-95.1% | $5,403-89.6% |