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 | $33,450 | $167,484-80.0% | $151,611-77.9% | $134,475-75.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.42% | 7.80%-23.2pp | 3.33%-18.7pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,615 | $6,829-76.4% | $6,166-73.8% | $4,740-65.9% |
| Participant deferral / active EE | $2,196 | $8,986-75.6% | $8,363-73.7% | $6,400-65.7% |
| Admin fee / account holder | $18,542 | $13,783+34.5% | $11,616+59.6% | $11,426+62.3% |