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 | $11,110 | $57,165-80.6% | - | $125,391-91.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | - | 83.2%+16.8pp |
| Annual return | 0.69% | 36.23%-35.5pp | - | 282.22%-281.5pp |
| Employer contribution / active EE | $1,319 | $3,571-63.1% | - | $4,866-72.9% |
| Participant deferral / active EE | $0 | $3,322-100.0% | - | $5,352-100.0% |
| Admin fee / account holder | $3,643 | $2,996+21.6% | - | $9,540-61.8% |