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 | $37,352 | $135,635-72.5% | $110,238-66.1% | $135,375-72.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.26% | 513.19%-519.5pp | 314.74%-321.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $5,341 | $4,906+8.9% | $3,826+39.6% | $4,779+11.8% |
| Participant deferral / active EE | $513 | $5,506-90.7% | $4,672-89.0% | $5,609-90.9% |
| Admin fee / account holder | $1,472 | $11,457-87.1% | $8,547-82.8% | $10,827-86.4% |