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 | $38,799 | $110,094-64.8% | $151,611-74.4% | $68,494-43.4% |
| Participation rate | 80.6% | 84.0%-3.4pp | 87.5%-6.9pp | 67.9%+12.7pp |
| Annual return | -13.62% | -10.12%-3.5pp | 3.33%-17.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,402 | $4,471-68.6% | $6,166-77.3% | $2,596-46.0% |
| Participant deferral / active EE | $2,442 | $6,527-62.6% | $8,363-70.8% | $4,027-39.4% |
| Admin fee / account holder | $8,969 | $7,719+16.2% | $11,616-22.8% | $5,403+66.0% |