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 | $21,536 | $50,958-57.7% | $74,550-71.1% | $64,186-66.4% |
| Participation rate | 96.8% | 61.1%+35.7pp | 69.1%+27.6pp | 69.6%+27.2pp |
| Annual return | -6.18% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,613 | $1,115+44.6% | $1,961-17.7% | $2,381-32.3% |
| Participant deferral / active EE | $868 | $2,301-62.3% | $3,108-72.1% | $3,470-75.0% |
| Admin fee / account holder | $4,445 | $4,223+5.3% | $5,060-12.1% | $4,888-9.1% |