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 | $42,432 | $99,032-57.2% | $80,019-47.0% | $135,375-68.7% |
| Participation rate | 72.7% | 78.4%-5.6pp | 75.8%-3.1pp | 82.6%-9.9pp |
| Annual return | -5.43% | 15.39%-20.8pp | 11.22%-16.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,051 | $4,282-75.5% | $3,686-71.5% | $5,609-81.3% |
| Admin fee / account holder | $1,651 | $10,436-84.2% | $6,521-74.7% | $10,827-84.8% |