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 | $44,540 | $93,024-52.1% | $77,024-42.2% | $134,475-66.9% |
| Participation rate | 77.3% | 74.5%+2.8pp | 67.9%+9.4pp | 81.2%-3.9pp |
| Annual return | -14.50% | 62.60%-77.1pp | 42.32%-56.8pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,968 | $3,418-13.2% | $2,812+5.5% | $4,740-37.4% |
| Participant deferral / active EE | $763 | $5,238-85.4% | $4,426-82.8% | $6,400-88.1% |
| Admin fee / account holder | $6,108 | $6,944-12.0% | $5,425+12.6% | $11,426-46.5% |