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 | $19,691 | $82,664-76.2% | $125,339-84.3% | $68,494-71.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.30% | -5.97%-10.3pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,714 | $3,381-49.3% | $4,814-64.4% | $2,596-34.0% |
| Participant deferral / active EE | $2,074 | $6,110-66.1% | $7,446-72.2% | $4,027-48.5% |
| Admin fee / account holder | $3,579 | $6,275-43.0% | $10,010-64.2% | $5,403-33.8% |