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 | $38,986 | $59,107-34.0% | $86,436-54.9% | $68,494-43.1% |
| Participation rate | 81.3% | 75.2%+6.0pp | 80.3%+0.9pp | 67.9%+13.4pp |
| Annual return | -10.88% | -0.23%-10.6pp | 4394.89%-4405.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $367 | $2,519-85.4% | $3,769-90.3% | $2,596-85.9% |
| Participant deferral / active EE | $352 | $5,901-94.0% | $6,952-94.9% | $4,027-91.3% |
| Admin fee / account holder | $30,598 | $5,637+442.8% | $6,731+354.6% | $5,403+466.3% |