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 | $45,216 | $64,707-30.1% | $112,228-59.7% | $68,494-34.0% |
| Participation rate | 92.4% | 67.2%+25.3pp | 75.1%+17.3pp | 67.9%+24.5pp |
| Annual return | -14.57% | -11.40%-3.2pp | 27.45%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,015 | $2,746-63.0% | $3,635-72.1% | $2,596-60.9% |
| Participant deferral / active EE | $1,452 | $3,565-59.3% | $4,728-69.3% | $4,027-63.9% |
| Admin fee / account holder | $545 | $5,232-89.6% | $6,410-91.5% | $5,403-89.9% |