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 | $28,928 | $84,402-65.7% | $61,373-52.9% | $134,475-78.5% |
| Participation rate | 70.6% | 62.2%+8.4pp | 52.6%+18.0pp | 81.2%-10.6pp |
| Annual return | -12.25% | 584.55%-596.8pp | 338.61%-350.9pp | 417.96%-430.2pp |
| Employer contribution / active EE | $4,506 | $1,544+191.7% | $1,159+288.6% | $4,740-4.9% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,400-100.0% |
| Admin fee / account holder | $373 | $2,585-85.6% | $2,130-82.5% | $11,426-96.7% |