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 | $17,409 | $54,350-68.0% | $82,719-79.0% | $68,494-74.6% |
| Participation rate | 97.6% | 63.9%+33.7pp | 72.6%+25.1pp | 67.9%+29.7pp |
| Annual return | -11.49% | -13.67%+2.2pp | 701.18%-712.7pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,099 | $2,218-50.4% | $3,009-63.5% | $2,596-57.7% |
| Participant deferral / active EE | $591 | $3,246-81.8% | $4,395-86.5% | $4,027-85.3% |
| Admin fee / account holder | $4,088 | $4,395-7.0% | $5,329-23.3% | $5,403-24.3% |