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 | $23,207 | $138,044-83.2% | $125,339-81.5% | $134,475-82.7% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | -17.63% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,616 | $5,243-69.2% | $4,814-66.4% | $4,740-65.9% |
| Participant deferral / active EE | $2,475 | $7,799-68.3% | $7,446-66.8% | $6,400-61.3% |
| Admin fee / account holder | $1,108 | $11,571-90.4% | $10,010-88.9% | $11,426-90.3% |