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 | $37,237 | $84,487-55.9% | $125,339-70.3% | $66,914-44.4% |
| Participation rate | 94.1% | 76.4%+17.6pp | 82.4%+11.7pp | 69.8%+24.3pp |
| Annual return | -17.75% | -8.39%-9.4pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,058 | $3,553-70.2% | $4,814-78.0% | $2,544-58.4% |
| Participant deferral / active EE | $2,660 | $6,781-60.8% | $7,446-64.3% | $4,237-37.2% |
| Admin fee / account holder | $314 | $685-54.1% | $10,010-96.9% | $593-47.0% |