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 | $50,999 | $64,707-21.2% | $112,228-54.6% | $68,494-25.5% |
| Participation rate | 92.0% | 67.2%+24.8pp | 75.1%+16.9pp | 67.9%+24.1pp |
| Annual return | -14.31% | -11.40%-2.9pp | 27.45%-41.8pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,820 | $2,746-33.7% | $3,635-49.9% | $2,596-29.9% |
| Participant deferral / active EE | $783 | $3,565-78.0% | $4,728-83.4% | $4,027-80.6% |
| Admin fee / account holder | $7,995 | $5,232+52.8% | $6,410+24.7% | $5,403+48.0% |