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 | $95,385 | $57,354+66.3% | $83,848+13.8% | $64,186+48.6% |
| Participation rate | 95.6% | 68.6%+26.9pp | 76.1%+19.4pp | 69.6%+26.0pp |
| Annual return | -7.72% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $4,494 | $2,545+76.6% | $3,631+23.8% | $2,381+88.8% |
| Participant deferral / active EE | $486 | $2,993-83.8% | $4,082-88.1% | $3,470-86.0% |
| Admin fee / account holder | $1,989 | $4,046-50.8% | $5,478-63.7% | $4,888-59.3% |