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 | $51,030 | $62,586-18.5% | $76,768-33.5% | $64,186-20.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.79% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,042 | $1,832+11.5% | $2,485-17.8% | $2,381-14.2% |
| Participant deferral / active EE | $854 | $3,145-72.8% | $3,852-77.8% | $3,470-75.4% |
| Admin fee / account holder | $9,683 | $4,667+107.5% | $6,675+45.1% | $4,888+98.1% |