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 | $28,790 | $149,333-80.7% | $106,387-72.9% | $135,375-78.7% |
| Participation rate | 85.7% | 81.5%+4.2pp | 77.5%+8.3pp | 82.6%+3.1pp |
| Annual return | -6.57% | 0.52%-7.1pp | 0.25%-6.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,166 | $4,984-76.6% | $3,520-66.9% | $4,779-75.6% |
| Participant deferral / active EE | $1,579 | $7,230-78.2% | $5,421-70.9% | $5,609-71.9% |
| Admin fee / account holder | $988 | $15,952-93.8% | $7,510-86.8% | $10,827-90.9% |