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 | $39,912 | $105,860-62.3% | $90,749-56.0% | $134,475-70.3% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -13.52% | -11.01%-2.5pp | -12.16%-1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $6,009 | $3,462+73.6% | $2,921+105.7% | $4,740+26.8% |
| Participant deferral / active EE | $648 | $5,216-87.6% | $4,564-85.8% | $6,400-89.9% |
| Admin fee / account holder | $16,877 | $13,938+21.1% | $8,445+99.9% | $11,426+47.7% |