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 | $28,564 | $54,380-47.5% | $68,509-58.3% | $59,632-52.1% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 0.47% | 2.83%-2.4pp | 8.27%-7.8pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $1,725 | $1,539+12.1% | $2,278-24.3% | $2,203-21.7% |
| Participant deferral / active EE | $532 | $2,643-79.9% | $3,382-84.3% | $3,192-83.3% |
| Admin fee / account holder | $918 | $3,885-76.4% | $5,275-82.6% | $4,297-78.6% |