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 | $23,871 | $67,331-64.5% | $60,874-60.8% | $134,475-82.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.39% | 49.93%-68.3pp | 16.90%-35.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,812 | $3,096-41.5% | $2,701-32.9% | $4,740-61.8% |
| Participant deferral / active EE | $530 | $4,538-88.3% | $3,817-86.1% | $6,400-91.7% |
| Admin fee / account holder | $621 | $4,582-86.5% | $3,224-80.7% | $11,426-94.6% |