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 | $55,951 | $138,065-59.5% | $123,544-54.7% | $135,375-58.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.07% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,666 | $5,151-67.7% | $4,628-64.0% | $4,779-65.1% |
| Participant deferral / active EE | $2,113 | $6,799-68.9% | $6,426-67.1% | $5,609-62.3% |
| Admin fee / account holder | $1,648 | $10,916-84.9% | $9,284-82.3% | $10,827-84.8% |