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 | $43,218 | $95,862-54.9% | $79,550-45.7% | $134,475-67.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.02% | -2.69%-11.3pp | 0.16%-14.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $8,332 | $3,128+166.4% | $2,413+245.3% | $4,740+75.8% |
| Participant deferral / active EE | $996 | $4,693-78.8% | $3,985-75.0% | $6,400-84.4% |
| Admin fee / account holder | $3,102 | $9,126-66.0% | $6,832-54.6% | $11,426-72.9% |