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 | $33,054 | $82,664-60.0% | $125,339-73.6% | $68,494-51.7% |
| Participation rate | 97.5% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.6pp |
| Annual return | -16.73% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,702 | $3,381-20.1% | $4,814-43.9% | $2,596+4.1% |
| Participant deferral / active EE | $2,278 | $6,110-62.7% | $7,446-69.4% | $4,027-43.4% |
| Admin fee / account holder | $2,490 | $6,275-60.3% | $10,010-75.1% | $5,403-53.9% |