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 | $43,513 | $81,900-46.9% | $119,609-63.6% | $68,494-36.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -10.45% | -23.82%+13.4pp | -14.97%+4.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $926 | $2,693-65.6% | $4,232-78.1% | $2,596-64.3% |
| Participant deferral / active EE | $7 | $4,148-99.8% | $5,602-99.9% | $4,027-99.8% |
| Admin fee / account holder | $1,482 | $6,582-77.5% | $10,323-85.6% | $5,403-72.6% |