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 | $38,745 | $138,065-71.9% | $123,544-68.6% | $135,375-71.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -1.27% | 153.68%-155.0pp | 119.20%-120.5pp | 519.73%-521.0pp |
| Employer contribution / active EE | $2,482 | $5,151-51.8% | $4,628-46.4% | $4,779-48.1% |
| Participant deferral / active EE | $1,183 | $6,799-82.6% | $6,426-81.6% | $5,609-78.9% |
| Admin fee / account holder | $604 | $10,916-94.5% | $9,284-93.5% | $10,827-94.4% |