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 | $16,751 | $37,393-55.2% | $77,024-78.3% | $66,914-75.0% |
| Participation rate | 99.0% | 52.9%+46.2pp | 67.9%+31.1pp | 69.8%+29.2pp |
| Annual return | -15.75% | -3.29%-12.5pp | 42.32%-58.1pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,136 | $1,531-25.8% | $2,812-59.6% | $2,544-55.4% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $858 | $567+51.3% | $5,425-84.2% | $593+44.5% |