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 | $44,174 | $90,519-51.2% | $93,789-52.9% | $134,475-67.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -12.81% | -15.72%+2.9pp | -11.33%-1.5pp | 417.96%-430.8pp |
| Employer contribution / active EE | $6,479 | $4,343+49.2% | $4,323+49.9% | $4,740+36.7% |
| Participant deferral / active EE | $2,099 | $5,978-64.9% | $6,094-65.6% | $6,400-67.2% |
| Admin fee / account holder | $25,497 | $9,252+175.6% | $7,195+254.4% | $11,426+123.2% |