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 | $180,928 | $110,094+64.3% | $151,611+19.3% | $68,494+164.2% |
| Participation rate | 98.6% | 84.0%+14.6pp | 87.5%+11.1pp | 67.9%+30.7pp |
| Annual return | -17.74% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $12,118 | $4,471+171.1% | $6,166+96.5% | $2,596+366.8% |
| Participant deferral / active EE | $1,472 | $6,527-77.4% | $8,363-82.4% | $4,027-63.4% |
| Admin fee / account holder | $11,504 | $7,719+49.0% | $11,616-1.0% | $5,403+112.9% |