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 | $34,355 | $81,900-58.1% | $119,609-71.3% | $68,494-49.8% |
| Participation rate | 76.0% | 71.9%+4.1pp | 79.3%-3.3pp | 67.9%+8.1pp |
| Annual return | -15.52% | -23.82%+8.3pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,165 | $2,693-56.7% | $4,232-72.5% | $2,596-55.1% |
| Participant deferral / active EE | $1,261 | $4,148-69.6% | $5,602-77.5% | $4,027-68.7% |
| Admin fee / account holder | $11,199 | $6,582+70.2% | $10,323+8.5% | $5,403+107.3% |