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 | $29,879 | $76,000-60.7% | $154,107-80.6% | $64,186-53.4% |
| Participation rate | 84.0% | 70.4%+13.6pp | 83.0%+1.0pp | 69.6%+14.4pp |
| Annual return | -6.69% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $877 | $3,351-73.8% | $5,298-83.4% | $2,381-63.1% |
| Participant deferral / active EE | $295 | $3,175-90.7% | $5,081-94.2% | $3,470-91.5% |
| Admin fee / account holder | $559 | $5,596-90.0% | $13,411-95.8% | $4,888-88.6% |