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 | $54,498 | $87,540-37.7% | $75,781-28.1% | $125,391-56.5% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | -3.29% | 13.48%-16.8pp | 9.68%-13.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $5,923 | $3,930+50.7% | $3,323+78.2% | $4,866+21.7% |
| Participant deferral / active EE | $908 | $4,229-78.5% | $3,651-75.1% | $5,352-83.0% |
| Admin fee / account holder | $9,252 | $6,502+42.3% | $5,299+74.6% | $9,540-3.0% |