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 | $20,210 | $50,958-60.3% | $74,550-72.9% | $64,186-68.5% |
| Participation rate | 93.1% | 61.1%+32.0pp | 69.1%+24.0pp | 69.6%+23.5pp |
| Annual return | -5.37% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $5,310 | $1,115+376.1% | $1,961+170.8% | $2,381+123.0% |
| Participant deferral / active EE | $796 | $2,301-65.4% | $3,108-74.4% | $3,470-77.1% |
| Admin fee / account holder | $4,078 | $4,223-3.4% | $5,060-19.4% | $4,888-16.6% |