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 9-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 | $98,896 | $97,044+1.9% | $83,333+18.7% | $135,375-26.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.18% | 12.31%-21.5pp | 10.63%-19.8pp | 519.73%-528.9pp |
| Employer contribution / active EE | $9,897 | $4,143+138.9% | $3,379+192.9% | $4,779+107.1% |
| Participant deferral / active EE | $1,581 | $5,964-73.5% | $5,565-71.6% | $5,609-71.8% |
| Admin fee / account holder | $10,506 | $8,380+25.4% | $7,510+39.9% | $10,827-3.0% |