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 | $56,160 | $71,883-21.9% | $86,677-35.2% | $68,494-18.0% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.6%+20.9pp | 67.9%+29.5pp |
| Annual return | -17.10% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $6,256 | $2,173+187.9% | $2,836+120.6% | $2,596+141.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $662 | $6,112-89.2% | $7,493-91.2% | $5,403-87.7% |