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 7-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 | $19,623 | $64,707-69.7% | $112,228-82.5% | $68,494-71.4% |
| Participation rate | 70.3% | 67.2%+3.1pp | 75.1%-4.8pp | 67.9%+2.4pp |
| Annual return | -18.52% | -11.40%-7.1pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,036 | $2,746-25.9% | $3,635-44.0% | $2,596-21.6% |
| Participant deferral / active EE | $1,149 | $3,565-67.8% | $4,728-75.7% | $4,027-71.5% |
| Admin fee / account holder | $2,448 | $5,232-53.2% | $6,410-61.8% | $5,403-54.7% |