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 | $22,363 | $138,065-83.8% | $123,544-81.9% | $135,375-83.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -3.03% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,182 | $5,151-77.0% | $4,628-74.4% | $4,779-75.3% |
| Participant deferral / active EE | $1,740 | $6,799-74.4% | $6,426-72.9% | $5,609-69.0% |
| Admin fee / account holder | $46,086 | $10,916+322.2% | $9,284+396.4% | $10,827+325.7% |