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 | $84,100 | $142,344-40.9% | $119,609-29.7% | $134,475-37.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.91% | -12.44%+4.5pp | -14.97%+7.1pp | 417.96%-425.9pp |
| Employer contribution / active EE | $3,333 | $5,222-36.2% | $4,232-21.2% | $4,740-29.7% |
| Participant deferral / active EE | $1,630 | $6,469-74.8% | $5,602-70.9% | $6,400-74.5% |
| Admin fee / account holder | $2,912 | $13,584-78.6% | $10,323-71.8% | $11,426-74.5% |