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 | $186,794 | $50,958+266.6% | $74,550+150.6% | $64,186+191.0% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | -6.76% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $595 | $1,115-46.7% | $1,961-69.7% | $2,381-75.0% |
| Participant deferral / active EE | $847 | $2,301-63.2% | $3,108-72.7% | $3,470-75.6% |
| Admin fee / account holder | $9,331 | $4,223+121.0% | $5,060+84.4% | $4,888+90.9% |