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 | $185,507 | $88,594+109.4% | $70,092+164.7% | $134,475+37.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -19.78% | 442.67%-462.4pp | 190.73%-210.5pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,509 | $3,233+8.5% | $2,559+37.1% | $4,740-26.0% |
| Participant deferral / active EE | $98 | $4,772-98.0% | $3,849-97.5% | $6,400-98.5% |
| Admin fee / account holder | $10,314 | $10,441-1.2% | $6,267+64.6% | $11,426-9.7% |