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 | $47,171 | $64,707-27.1% | $112,228-58.0% | $68,494-31.1% |
| Participation rate | 81.9% | 67.2%+14.8pp | 75.1%+6.9pp | 67.9%+14.1pp |
| Annual return | -17.82% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,278 | $2,746+55.8% | $3,635+17.7% | $2,596+64.8% |
| Participant deferral / active EE | $1,470 | $3,565-58.8% | $4,728-68.9% | $4,027-63.5% |
| Admin fee / account holder | $3,837 | $5,232-26.7% | $6,410-40.1% | $5,403-29.0% |