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 | $36,402 | $77,813-53.2% | $123,544-70.5% | $64,186-43.3% |
| Participation rate | 72.1% | 74.7%-2.6pp | 82.3%-10.2pp | 69.6%+2.6pp |
| Annual return | -7.31% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $801 | $3,014-73.4% | $4,628-82.7% | $2,381-66.4% |
| Participant deferral / active EE | $1,476 | $5,240-71.8% | $6,426-77.0% | $3,470-57.4% |
| Admin fee / account holder | $3,951 | $5,519-28.4% | $9,284-57.4% | $4,888-19.2% |