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 | $37,176 | $82,664-55.0% | $125,339-70.3% | $68,494-45.7% |
| Participation rate | 76.7% | 75.0%+1.6pp | 82.4%-5.7pp | 67.9%+8.8pp |
| Annual return | -16.67% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,530 | $3,381-54.7% | $4,814-68.2% | $2,596-41.1% |
| Participant deferral / active EE | $2,212 | $6,110-63.8% | $7,446-70.3% | $4,027-45.1% |
| Admin fee / account holder | $6,529 | $6,275+4.0% | $10,010-34.8% | $5,403+20.8% |