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 | $25,222 | $71,883-64.9% | $86,677-70.9% | $68,494-63.2% |
| Participation rate | 97.6% | 72.2%+25.4pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -1.24% | 3.52%-4.8pp | 35.91%-37.2pp | -7.84%+6.6pp |
| Employer contribution / active EE | $2,619 | $2,173+20.5% | $2,836-7.7% | $2,596+0.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,232 | $6,112-63.5% | $7,493-70.2% | $5,403-58.7% |