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 | $168,686 | $211,958-20.4% | $169,463-0.5% | $135,375+24.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.03% | 3.26%-7.3pp | 1.83%-5.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $12,556 | $5,120+145.3% | $4,159+201.9% | $4,779+162.8% |
| Participant deferral / active EE | $730 | $6,075-88.0% | $5,277-86.2% | $5,609-87.0% |
| Admin fee / account holder | $139,580 | $11,471+1116.8% | $9,109+1432.3% | $10,827+1189.2% |