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 | $54,255 | $54,2290% | $70,092-22.6% | $68,494-20.8% |
| Participation rate | 76.1% | 64.5%+11.6pp | 70.5%+5.6pp | 67.9%+8.2pp |
| Annual return | -19.22% | -13.87%-5.4pp | 190.73%-210.0pp | -7.84%-11.4pp |
| Employer contribution / active EE | $986 | $2,018-51.1% | $2,559-61.5% | $2,596-62.0% |
| Participant deferral / active EE | $1,005 | $2,956-66.0% | $3,849-73.9% | $4,027-75.0% |
| Admin fee / account holder | $557 | $4,694-88.1% | $6,267-91.1% | $5,403-89.7% |