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 | $89,555 | $54,229+65.1% | $70,092+27.8% | $68,494+30.7% |
| Participation rate | 79.3% | 64.5%+14.8pp | 70.5%+8.8pp | 67.9%+11.4pp |
| Annual return | -15.45% | -13.87%-1.6pp | 190.73%-206.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $375 | $2,956-87.3% | $3,849-90.3% | $4,027-90.7% |
| Admin fee / account holder | $3,303 | $4,694-29.6% | $6,267-47.3% | $5,403-38.9% |