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 | $32,566 | $64,707-49.7% | $112,228-71.0% | $68,494-52.5% |
| Participation rate | 81.6% | 67.2%+14.4pp | 75.1%+6.5pp | 67.9%+13.7pp |
| Annual return | -18.51% | -11.40%-7.1pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $6,076 | $2,746+121.3% | $3,635+67.2% | $2,596+134.0% |
| Participant deferral / active EE | $416 | $3,565-88.3% | $4,728-91.2% | $4,027-89.7% |
| Admin fee / account holder | $3,007 | $5,232-42.5% | $6,410-53.1% | $5,403-44.3% |