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 | $23,323 | $92,222-74.7% | $76,768-69.6% | $135,375-82.8% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | -6.60% | 5.46%-12.1pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $630 | $3,216-80.4% | $2,485-74.7% | $4,779-86.8% |
| Participant deferral / active EE | $999 | $4,509-77.8% | $3,852-74.1% | $5,609-82.2% |
| Admin fee / account holder | $1,265 | $10,748-88.2% | $6,675-81.1% | $10,827-88.3% |