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 | $11,157 | $95,862-88.4% | $79,550-86.0% | $134,475-91.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.41% | -2.69%-7.7pp | 0.16%-10.6pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,149 | $3,128-63.3% | $2,413-52.4% | $4,740-75.8% |
| Participant deferral / active EE | $266 | $4,693-94.3% | $3,985-93.3% | $6,400-95.8% |
| Admin fee / account holder | $23,009 | $9,126+152.1% | $6,832+236.8% | $11,426+101.4% |