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 | $50,455 | $59,805-15.6% | $79,550-36.6% | $68,494-26.3% |
| Participation rate | 82.3% | 61.1%+21.2pp | 69.5%+12.8pp | 67.9%+14.4pp |
| Annual return | -16.59% | -12.30%-4.3pp | 0.16%-16.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,654 | $1,505+9.9% | $2,413-31.4% | $2,596-36.3% |
| Participant deferral / active EE | $1,166 | $3,024-61.5% | $3,985-70.7% | $4,027-71.1% |
| Admin fee / account holder | $10,968 | $4,835+126.9% | $6,832+60.5% | $5,403+103.0% |