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 | $7,236 | $32,117-77.5% | $71,086-89.8% | $64,186-88.7% |
| Participation rate | 84.2% | 42.7%+41.5pp | 54.7%+29.6pp | 69.6%+14.6pp |
| Annual return | -4.47% | -5.57%+1.1pp | 650.59%-655.1pp | 7.63%-12.1pp |
| Employer contribution / active EE | $329 | $712-53.8% | $1,088-69.8% | $2,381-86.2% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,202 | $2,759-56.5% | $3,082-61.0% | $4,888-75.4% |