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 | $79,051 | $81,900-3.5% | $119,609-33.9% | $68,494+15.4% |
| Participation rate | 76.1% | 71.9%+4.2pp | 79.3%-3.2pp | 67.9%+8.2pp |
| Annual return | -16.68% | -23.82%+7.1pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $7,803 | $2,693+189.7% | $4,232+84.4% | $2,596+200.5% |
| Participant deferral / active EE | $490 | $4,148-88.2% | $5,602-91.3% | $4,027-87.8% |
| Admin fee / account holder | $4,384 | $6,582-33.4% | $10,323-57.5% | $5,403-18.8% |