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 | $36,533 | $52,681-30.7% | $75,781-51.8% | $59,632-38.7% |
| Participation rate | 84.2% | 67.2%+17.0pp | 75.8%+8.4pp | 68.7%+15.5pp |
| Annual return | -2.69% | 2.95%-5.6pp | 9.68%-12.4pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $6,394 | $2,193+191.5% | $3,323+92.4% | $2,203+190.3% |
| Participant deferral / active EE | $928 | $2,591-64.2% | $3,651-74.6% | $3,192-70.9% |
| Admin fee / account holder | $2,370 | $3,610-34.4% | $5,299-55.3% | $4,297-44.9% |