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 | $153,056 | $167,484-8.6% | $151,611+1.0% | $134,475+13.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.04% | 7.80%-19.8pp | 3.33%-15.4pp | 417.96%-430.0pp |
| Employer contribution / active EE | $6,694 | $6,829-2.0% | $6,166+8.6% | $4,740+41.2% |
| Participant deferral / active EE | $3,086 | $8,986-65.7% | $8,363-63.1% | $6,400-51.8% |
| Admin fee / account holder | $532 | $13,783-96.1% | $11,616-95.4% | $11,426-95.3% |