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 | $43,483 | $59,186-26.5% | $76,768-43.4% | $56,287-22.7% |
| Participation rate | 81.0% | 75.2%+5.8pp | 77.0%+4.0pp | 69.9%+11.1pp |
| Annual return | -4.61% | 6.62%-11.2pp | 2.43%-7.0pp | -9.96%+5.3pp |
| Employer contribution / active EE | $980 | $1,759-44.3% | $2,485-60.6% | $2,111-53.6% |
| Participant deferral / active EE | $1,518 | $3,255-53.4% | $3,852-60.6% | $3,350-54.7% |
| Admin fee / account holder | $2,984 | $489+510.0% | $6,675-55.3% | $521+472.7% |