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 | $137,700 | $133,958+2.8% | $112,228+22.7% | $134,475+2.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.93% | 47.11%-55.0pp | 27.45%-35.4pp | 417.96%-425.9pp |
| Employer contribution / active EE | $10,000 | $4,038+147.6% | $3,635+175.1% | $4,740+111.0% |
| Participant deferral / active EE | $725 | $5,291-86.3% | $4,728-84.7% | $6,400-88.7% |
| Admin fee / account holder | $3,980 | $7,489-46.9% | $6,410-37.9% | $11,426-65.2% |