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 6-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 | $30,007 | $95,862-68.7% | $79,550-62.3% | $134,475-77.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -10.45% | -2.69%-7.8pp | 0.16%-10.6pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,426 | $3,128-54.4% | $2,413-40.9% | $4,740-69.9% |
| Participant deferral / active EE | $870 | $4,693-81.5% | $3,985-78.2% | $6,400-86.4% |
| Admin fee / account holder | $57,755 | $9,126+532.9% | $6,832+745.3% | $11,426+405.5% |