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 | $56,103 | $110,094-49.0% | $151,611-63.0% | $68,494-18.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -15.07% | -10.12%-5.0pp | 3.33%-18.4pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,103 | $4,471-53.0% | $6,166-65.9% | $2,596-19.0% |
| Participant deferral / active EE | $2,775 | $6,527-57.5% | $8,363-66.8% | $4,027-31.1% |
| Admin fee / account holder | $3,634 | $7,719-52.9% | $11,616-68.7% | $5,403-32.7% |