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 | $55,206 | $84,487-34.7% | $125,339-56.0% | $66,914-17.5% |
| Participation rate | 85.3% | 76.4%+8.9pp | 82.4%+2.9pp | 69.8%+15.5pp |
| Annual return | -17.39% | -8.39%-9.0pp | 572.05%-589.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,413 | $3,553-32.1% | $4,814-49.9% | $2,544-5.1% |
| Participant deferral / active EE | $2,683 | $6,781-60.4% | $7,446-64.0% | $4,237-36.7% |
| Admin fee / account holder | $4,607 | $685+572.6% | $10,010-54.0% | $593+676.6% |