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 | $42,106 | $83,908-49.8% | $68,509-38.5% | $125,391-66.4% |
| Participation rate | 94.7% | 78.2%+16.6pp | 74.7%+20.0pp | 83.2%+11.5pp |
| Annual return | -2.39% | 14.48%-16.9pp | 8.27%-10.7pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,971 | $3,031-35.0% | $2,278-13.5% | $4,866-59.5% |
| Participant deferral / active EE | $947 | $4,125-77.0% | $3,382-72.0% | $5,352-82.3% |
| Admin fee / account holder | $9,038 | $8,982+0.6% | $5,275+71.4% | $9,540-5.3% |