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 | $39,974 | $81,900-51.2% | $119,609-66.6% | $68,494-41.6% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -16.33% | -23.82%+7.5pp | -14.97%-1.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $814 | $2,693-69.8% | $4,232-80.8% | $2,596-68.7% |
| Participant deferral / active EE | $1,198 | $4,148-71.1% | $5,602-78.6% | $4,027-70.3% |
| Admin fee / account holder | $4,380 | $6,582-33.4% | $10,323-57.6% | $5,403-18.9% |