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 | $19,431 | $42,894-54.7% | $60,874-68.1% | $68,494-71.6% |
| Participation rate | 82.7% | 66.8%+15.9pp | 73.1%+9.6pp | 67.9%+14.8pp |
| Annual return | -14.03% | -13.98%-0.1pp | 16.90%-30.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $678 | $1,978-65.7% | $2,701-74.9% | $2,596-73.9% |
| Participant deferral / active EE | $419 | $2,867-85.4% | $3,817-89.0% | $4,027-89.6% |
| Admin fee / account holder | $496 | $3,101-84.0% | $3,224-84.6% | $5,403-90.8% |