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 | $63,072 | $59,805+5.5% | $79,550-20.7% | $68,494-7.9% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.5%+18.5pp | 67.9%+20.1pp |
| Annual return | -18.77% | -12.30%-6.5pp | 0.16%-18.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $320 | $1,505-78.7% | $2,413-86.7% | $2,596-87.7% |
| Participant deferral / active EE | $990 | $3,024-67.3% | $3,985-75.2% | $4,027-75.4% |
| Admin fee / account holder | $1,958 | $4,835-59.5% | $6,832-71.3% | $5,403-63.8% |