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 | $31,887 | $82,664-61.4% | $125,339-74.6% | $68,494-53.4% |
| Participation rate | 73.0% | 75.0%-2.1pp | 82.4%-9.4pp | 67.9%+5.1pp |
| Annual return | -18.76% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,004 | $3,381-70.3% | $4,814-79.1% | $2,596-61.3% |
| Participant deferral / active EE | $2,299 | $6,110-62.4% | $7,446-69.1% | $4,027-42.9% |
| Admin fee / account holder | $919 | $6,275-85.4% | $10,010-90.8% | $5,403-83.0% |