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 8-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 | $27,563 | $82,664-66.7% | $125,339-78.0% | $68,494-59.8% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -10.64% | -5.97%-4.7pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $10,000 | $3,381+195.8% | $4,814+107.7% | $2,596+285.2% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,296 | $6,275-79.3% | $10,010-87.0% | $5,403-76.0% |