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 | $24,376 | $73,004-66.6% | $90,749-73.1% | $68,494-64.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.50% | -13.81%-0.7pp | -12.16%-2.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,236 | $2,193+47.6% | $2,921+10.8% | $2,596+24.6% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,175 | $5,896-63.1% | $8,445-74.2% | $5,403-59.7% |