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 | $21,814 | $49,177-55.6% | $79,464-72.5% | $64,186-66.0% |
| Participation rate | 88.6% | 65.0%+23.5pp | 73.3%+15.2pp | 69.6%+19.0pp |
| Annual return | -6.80% | -1.16%-5.6pp | 718.14%-724.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,690 | $2,076-18.6% | $2,800-39.6% | $2,381-29.0% |
| Participant deferral / active EE | $587 | $2,821-79.2% | $3,704-84.2% | $3,470-83.1% |
| Admin fee / account holder | $755 | $3,839-80.3% | $5,113-85.2% | $4,888-84.6% |