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 | $28,970 | $49,177-41.1% | $79,464-63.5% | $64,186-54.9% |
| Participation rate | 98.1% | 65.0%+33.1pp | 73.3%+24.8pp | 69.6%+28.6pp |
| Annual return | -1.83% | -1.16%-0.7pp | 718.14%-720.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $757 | $2,076-63.6% | $2,800-73.0% | $2,381-68.2% |
| Participant deferral / active EE | $369 | $2,821-86.9% | $3,704-90.0% | $3,470-89.4% |
| Admin fee / account holder | $5,187 | $3,839+35.1% | $5,113+1.5% | $4,888+6.1% |