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 | $25,205 | $85,790-70.6% | $67,313-62.6% | $135,375-81.4% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -6.26% | -0.54%-5.7pp | -4.08%-2.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,474 | $3,487-57.7% | $2,566-42.5% | $4,779-69.1% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $408 | $6,392-93.6% | $4,507-91.0% | $10,827-96.2% |