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 | $33,584 | $71,883-53.3% | $86,677-61.3% | $68,494-51.0% |
| Participation rate | 70.4% | 72.2%-1.9pp | 76.6%-6.2pp | 67.9%+2.5pp |
| Annual return | -11.84% | 3.52%-15.4pp | 35.91%-47.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $882 | $2,173-59.4% | $2,836-68.9% | $2,596-66.0% |
| Participant deferral / active EE | $1,696 | $3,779-55.1% | $4,656-63.6% | $4,027-57.9% |
| Admin fee / account holder | $5,095 | $6,112-16.6% | $7,493-32.0% | $5,403-5.7% |