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 | $30,031 | $160,055-81.2% | $140,016-78.6% | $135,375-77.8% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.5%-2.5pp | 82.6%+2.4pp |
| Annual return | -5.49% | 911.38%-916.9pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,760 | $6,420-72.6% | $5,606-68.6% | $4,779-63.2% |
| Participant deferral / active EE | $2,668 | $7,642-65.1% | $6,927-61.5% | $5,609-52.4% |
| Admin fee / account holder | $906 | $13,328-93.2% | $10,705-91.5% | $10,827-91.6% |