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 | $83,382 | $82,664+0.9% | $125,339-33.5% | $68,494+21.7% |
| Participation rate | 95.1% | 75.0%+20.0pp | 82.4%+12.7pp | 67.9%+27.2pp |
| Annual return | -10.37% | -5.97%-4.4pp | 572.05%-582.4pp | -7.84%-2.5pp |
| Employer contribution / active EE | $2,119 | $3,381-37.3% | $4,814-56.0% | $2,596-18.4% |
| Participant deferral / active EE | $2,084 | $6,110-65.9% | $7,446-72.0% | $4,027-48.2% |
| Admin fee / account holder | $10,902 | $6,275+73.7% | $10,010+8.9% | $5,403+101.8% |