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 | $66,681 | $138,044-51.7% | $125,339-46.8% | $134,475-50.4% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -17.48% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,090 | $5,243-79.2% | $4,814-77.4% | $4,740-77.0% |
| Participant deferral / active EE | $2,519 | $7,799-67.7% | $7,446-66.2% | $6,400-60.6% |
| Admin fee / account holder | $1,060 | $11,571-90.8% | $10,010-89.4% | $11,426-90.7% |