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 | $17,278 | $133,958-87.1% | $112,228-84.6% | $134,475-87.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.22% | 47.11%-66.3pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $9,918 | $4,038+145.6% | $3,635+172.9% | $4,740+109.3% |
| Participant deferral / active EE | $150 | $5,291-97.2% | $4,728-96.8% | $6,400-97.7% |
| Admin fee / account holder | $5,958 | $7,489-20.4% | $6,410-7.1% | $11,426-47.9% |