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 | $28,924 | $42,383-31.8% | $76,523-62.2% | $64,186-54.9% |
| Participation rate | 93.7% | 58.1%+35.5pp | 68.0%+25.7pp | 69.6%+24.1pp |
| Annual return | -6.42% | -16.54%+10.1pp | -0.27%-6.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,545 | $1,563-1.2% | $2,647-41.6% | $2,381-35.1% |
| Participant deferral / active EE | $680 | $2,566-73.5% | $3,835-82.3% | $3,470-80.4% |
| Admin fee / account holder | $2,454 | $3,198-23.3% | $4,848-49.4% | $4,888-49.8% |