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 | $25,366 | $42,894-40.9% | $60,874-58.3% | $68,494-63.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.06% | -13.98%-4.1pp | 16.90%-35.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,038 | $1,978+3.0% | $2,701-24.6% | $2,596-21.5% |
| Participant deferral / active EE | $646 | $2,867-77.5% | $3,817-83.1% | $4,027-84.0% |
| Admin fee / account holder | $1,747 | $3,101-43.7% | $3,224-45.8% | $5,403-67.7% |