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 | $16,017 | $73,867-78.3% | $143,757-88.9% | $68,494-76.6% |
| Participation rate | 93.2% | 66.7%+26.5pp | 80.3%+12.9pp | 67.9%+25.3pp |
| Annual return | -10.25% | 1.01%-11.3pp | -0.04%-10.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,365 | $3,184-57.1% | $4,951-72.4% | $2,596-47.4% |
| Participant deferral / active EE | $589 | $3,384-82.6% | $5,637-89.5% | $4,027-85.4% |
| Admin fee / account holder | $5,016 | $5,755-12.8% | $14,673-65.8% | $5,403-7.2% |