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 | $55,176 | $46,674+18.2% | $117,472-53.0% | $68,494-19.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -14.74% | -14.52%-0.2pp | 29.74%-44.5pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,316 | $1,505+53.9% | $4,176-44.5% | $2,596-10.8% |
| Participant deferral / active EE | $530 | $2,636-79.9% | $4,070-87.0% | $4,027-86.8% |
| Admin fee / account holder | $658 | $4,020-83.6% | $5,645-88.3% | $5,403-87.8% |