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 | $68,806 | $64,707+6.3% | $112,228-38.7% | $68,494+0.5% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.8pp |
| Annual return | -15.51% | -11.40%-4.1pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,384 | $2,746-49.6% | $3,635-61.9% | $2,596-46.7% |
| Participant deferral / active EE | $1,269 | $3,565-64.4% | $4,728-73.2% | $4,027-68.5% |
| Admin fee / account holder | $741 | $5,232-85.8% | $6,410-88.4% | $5,403-86.3% |