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 | $36,996 | $167,484-77.9% | $151,611-75.6% | $134,475-72.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -11.64% | 7.80%-19.4pp | 3.33%-15.0pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,675 | $6,829-60.8% | $6,166-56.6% | $4,740-43.6% |
| Participant deferral / active EE | $2,975 | $8,986-66.9% | $8,363-64.4% | $6,400-53.5% |
| Admin fee / account holder | $1,073 | $13,783-92.2% | $11,616-90.8% | $11,426-90.6% |