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 | $29,492 | $76,912-61.7% | $129,110-77.2% | $68,494-56.9% |
| Participation rate | 96.4% | 69.1%+27.3pp | 77.3%+19.2pp | 67.9%+28.5pp |
| Annual return | -13.93% | -9.78%-4.1pp | -10.94%-3.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,046 | $3,243-6.1% | $5,052-39.7% | $2,596+17.3% |
| Participant deferral / active EE | $1,775 | $4,732-62.5% | $6,542-72.9% | $4,027-55.9% |
| Admin fee / account holder | $7,685 | $6,638+15.8% | $14,302-46.3% | $5,403+42.2% |