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 | $108,115 | $140,588-23.1% | $123,104-12.2% | $125,391-13.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.12% | 16.80%-18.9pp | 13.22%-15.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $3,557 | $6,041-41.1% | $5,151-30.9% | $4,866-26.9% |
| Participant deferral / active EE | $707 | $6,980-89.9% | $6,230-88.6% | $5,352-86.8% |
| Admin fee / account holder | $48,016 | $11,198+328.8% | $9,015+432.7% | $9,540+403.3% |