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 | $30,498 | $64,707-52.9% | $112,228-72.8% | $68,494-55.5% |
| Participation rate | 74.1% | 67.2%+6.9pp | 75.1%-1.0pp | 67.9%+6.2pp |
| Annual return | -18.03% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $728 | $2,746-73.5% | $3,635-80.0% | $2,596-72.0% |
| Participant deferral / active EE | $1,270 | $3,565-64.4% | $4,728-73.1% | $4,027-68.5% |
| Admin fee / account holder | $375 | $5,232-92.8% | $6,410-94.2% | $5,403-93.1% |