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 | $38,373 | $77,813-50.7% | $123,544-68.9% | $64,186-40.2% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | -7.86% | 12.48%-20.3pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,237 | $3,014-59.0% | $4,628-73.3% | $2,381-48.1% |
| Participant deferral / active EE | $1,674 | $5,240-68.1% | $6,426-73.9% | $3,470-51.8% |
| Admin fee / account holder | $3,677 | $5,519-33.4% | $9,284-60.4% | $4,888-24.8% |