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 | $34,154 | $61,660-44.6% | $80,019-57.3% | $64,186-46.8% |
| Participation rate | 92.9% | 71.7%+21.2pp | 75.8%+17.0pp | 69.6%+23.3pp |
| Annual return | -7.00% | -0.33%-6.7pp | 11.22%-18.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,117 | $1,810+16.9% | $2,468-14.2% | $2,381-11.1% |
| Participant deferral / active EE | $1,258 | $2,968-57.6% | $3,686-65.9% | $3,470-63.7% |
| Admin fee / account holder | $2,697 | $5,417-50.2% | $6,521-58.6% | $4,888-44.8% |