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 | $38,577 | $73,004-47.2% | $90,749-57.5% | $68,494-43.7% |
| Participation rate | 71.4% | 70.8%+0.6pp | 75.7%-4.3pp | 67.9%+3.5pp |
| Annual return | -12.70% | -13.81%+1.1pp | -12.16%-0.5pp | -7.84%-4.9pp |
| Employer contribution / active EE | $5,261 | $2,193+139.9% | $2,921+80.1% | $2,596+102.6% |
| Participant deferral / active EE | $1,152 | $3,627-68.2% | $4,564-74.7% | $4,027-71.4% |
| Admin fee / account holder | $7,479 | $5,896+26.9% | $8,445-11.4% | $5,403+38.4% |