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 | $58,416 | $138,044-57.7% | $125,339-53.4% | $134,475-56.6% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.59% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,745 | $5,243-66.7% | $4,814-63.8% | $4,740-63.2% |
| Participant deferral / active EE | $1,818 | $7,799-76.7% | $7,446-75.6% | $6,400-71.6% |
| Admin fee / account holder | $2,164 | $11,571-81.3% | $10,010-78.4% | $11,426-81.1% |