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 | $41,878 | $59,805-30.0% | $79,550-47.4% | $68,494-38.9% |
| Participation rate | 83.0% | 61.1%+22.0pp | 69.5%+13.5pp | 67.9%+15.1pp |
| Annual return | -15.03% | -12.30%-2.7pp | 0.16%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $4,356 | $1,505+189.5% | $2,413+80.5% | $2,596+67.8% |
| Participant deferral / active EE | $509 | $3,024-83.2% | $3,985-87.2% | $4,027-87.4% |
| Admin fee / account holder | $2,678 | $4,835-44.6% | $6,832-60.8% | $5,403-50.4% |