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 | $40,373 | $142,344-71.6% | $119,609-66.2% | $134,475-70.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -0.44% | -12.44%+12.0pp | -14.97%+14.5pp | 417.96%-418.4pp |
| Employer contribution / active EE | $1,437 | $5,222-72.5% | $4,232-66.1% | $4,740-69.7% |
| Participant deferral / active EE | $188 | $6,469-97.1% | $5,602-96.7% | $6,400-97.1% |
| Admin fee / account holder | $472 | $13,584-96.5% | $10,323-95.4% | $11,426-95.9% |