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 | $84,957 | $67,331+26.2% | $60,874+39.6% | $134,475-36.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -3.75% | 49.93%-53.7pp | 16.90%-20.6pp | 417.96%-421.7pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $583 | $4,538-87.2% | $3,817-84.7% | $6,400-90.9% |
| Admin fee / account holder | $4,533 | $4,582-1.1% | $3,224+40.6% | $11,426-60.3% |