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 | $23,956 | $167,307-85.7% | $143,757-83.3% | $134,475-82.2% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -17.34% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,406 | $5,619-75.0% | $4,951-71.6% | $4,740-70.3% |
| Participant deferral / active EE | $1,406 | $6,446-78.2% | $5,637-75.1% | $6,400-78.0% |
| Admin fee / account holder | $680 | $18,088-96.2% | $14,673-95.4% | $11,426-94.0% |