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 | $204,901 | $32,117+538.0% | $71,086+188.2% | $64,186+219.2% |
| Participation rate | 94.7% | 42.7%+52.0pp | 54.7%+40.1pp | 69.6%+25.2pp |
| Annual return | -9.65% | -5.57%-4.1pp | 650.59%-660.2pp | 7.63%-17.3pp |
| Employer contribution / active EE | $9,294 | $712+1205.0% | $1,088+754.5% | $2,381+290.4% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,906 | $2,759+404.0% | $3,082+351.2% | $4,888+184.5% |