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 | $30,540 | $211,958-85.6% | $169,463-82.0% | $135,375-77.4% |
| Participation rate | 81.8% | 82.6%-0.8pp | 77.8%+4.0pp | 82.6%-0.8pp |
| Annual return | -9.07% | 3.26%-12.3pp | 1.83%-10.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $313 | $6,075-94.9% | $5,277-94.1% | $5,609-94.4% |
| Admin fee / account holder | $2,408 | $11,471-79.0% | $9,109-73.6% | $10,827-77.8% |