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 | $16,934 | $87,540-80.7% | $75,781-77.7% | $125,391-86.5% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | -2.26% | 13.48%-15.7pp | 9.68%-11.9pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,298 | $3,930-67.0% | $3,323-61.0% | $4,866-73.3% |
| Participant deferral / active EE | $248 | $4,229-94.1% | $3,651-93.2% | $5,352-95.4% |
| Admin fee / account holder | $562 | $6,502-91.3% | $5,299-89.4% | $9,540-94.1% |