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 | $54,673 | $107,791-49.3% | $90,645-39.7% | $135,375-59.6% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -4.60% | -0.90%-3.7pp | 1.88%-6.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,907 | $3,018+62.6% | $2,532+93.8% | $4,779+2.7% |
| Participant deferral / active EE | $93 | $3,872-97.6% | $3,425-97.3% | $5,609-98.3% |
| Admin fee / account holder | $1,415 | $5,930-76.1% | $4,994-71.7% | $10,827-86.9% |