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 | $24,368 | $54,350-55.2% | $82,719-70.5% | $68,494-64.4% |
| Participation rate | 75.8% | 63.9%+11.8pp | 72.6%+3.2pp | 67.9%+7.9pp |
| Annual return | -10.20% | -13.67%+3.5pp | 701.18%-711.4pp | -7.84%-2.4pp |
| Employer contribution / active EE | $3,105 | $2,218+40.0% | $3,009+3.2% | $2,596+19.6% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $604 | $4,395-86.3% | $5,329-88.7% | $5,403-88.8% |