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 | $71,192 | $167,484-57.5% | $151,611-53.0% | $134,475-47.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -16.26% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,094 | $6,829-69.3% | $6,166-66.0% | $4,740-55.8% |
| Participant deferral / active EE | $2,301 | $8,986-74.4% | $8,363-72.5% | $6,400-64.0% |
| Admin fee / account holder | $1,306 | $13,783-90.5% | $11,616-88.8% | $11,426-88.6% |