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 | $24,082 | $50,958-52.7% | $74,550-67.7% | $64,186-62.5% |
| Participation rate | 88.2% | 61.1%+27.2pp | 69.1%+19.1pp | 69.6%+18.7pp |
| Annual return | -2.61% | -1.86%-0.8pp | 32.53%-35.1pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $458 | $2,301-80.1% | $3,108-85.3% | $3,470-86.8% |
| Admin fee / account holder | $2,349 | $4,223-44.4% | $5,060-53.6% | $4,888-51.9% |