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 | $27,473 | $56,199-51.1% | $67,652-59.4% | $59,632-53.9% |
| Participation rate | 70.0% | 71.5%-1.5pp | 75.7%-5.7pp | 68.7%+1.3pp |
| Annual return | -1.24% | 18505.31%-18506.5pp | 6625.04%-6626.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $420 | $1,614-74.0% | $2,266-81.5% | $2,203-80.9% |
| Participant deferral / active EE | $858 | $2,844-69.8% | $3,560-75.9% | $3,192-73.1% |
| Admin fee / account holder | $3,587 | $3,958-9.4% | $4,821-25.6% | $4,297-16.5% |