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 | $34,961 | $82,664-57.7% | $125,339-72.1% | $68,494-49.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -18.95% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $771 | $3,381-77.2% | $4,814-84.0% | $2,596-70.3% |
| Participant deferral / active EE | $1,736 | $6,110-71.6% | $7,446-76.7% | $4,027-56.9% |
| Admin fee / account holder | $1,829 | $6,275-70.9% | $10,010-81.7% | $5,403-66.2% |