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 | $159,591 | $160,055-0.3% | $140,016+14.0% | $135,375+17.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.56% | 911.38%-915.9pp | 651.12%-655.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $7,584 | $6,420+18.1% | $5,606+35.3% | $4,779+58.7% |
| Participant deferral / active EE | $2,079 | $7,642-72.8% | $6,927-70.0% | $5,609-62.9% |
| Admin fee / account holder | $4,965 | $13,328-62.7% | $10,705-53.6% | $10,827-54.1% |