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 | $97,672 | $138,044-29.2% | $125,339-22.1% | $134,475-27.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.56% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,070 | $5,243-79.6% | $4,814-77.8% | $4,740-77.4% |
| Participant deferral / active EE | $1,840 | $7,799-76.4% | $7,446-75.3% | $6,400-71.2% |
| Admin fee / account holder | $20,827 | $11,571+80.0% | $10,010+108.1% | $11,426+82.3% |