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 9-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 | $30,656 | $105,860-71.0% | $90,749-66.2% | $134,475-77.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.94% | -11.01%-5.9pp | -12.16%-4.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $9,809 | $3,462+183.3% | $2,921+235.8% | $4,740+106.9% |
| Participant deferral / active EE | $1,410 | $5,216-73.0% | $4,564-69.1% | $6,400-78.0% |
| Admin fee / account holder | $797 | $13,938-94.3% | $8,445-90.6% | $11,426-93.0% |