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 | $23,634 | $42,894-44.9% | $60,874-61.2% | $68,494-65.5% |
| Participation rate | 70.6% | 66.8%+3.8pp | 73.1%-2.5pp | 67.9%+2.7pp |
| Annual return | -14.36% | -13.98%-0.4pp | 16.90%-31.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $277 | $2,867-90.4% | $3,817-92.8% | $4,027-93.1% |
| Admin fee / account holder | $1,380 | $3,101-55.5% | $3,224-57.2% | $5,403-74.5% |