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 | $45,720 | $95,862-52.3% | $79,550-42.5% | $134,475-66.0% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -17.33% | -2.69%-14.6pp | 0.16%-17.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $768 | $3,128-75.4% | $2,413-68.2% | $4,740-83.8% |
| Participant deferral / active EE | $975 | $4,693-79.2% | $3,985-75.5% | $6,400-84.8% |
| Admin fee / account holder | $322 | $9,126-96.5% | $6,832-95.3% | $11,426-97.2% |