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 | $225,835 | $197,825+14.2% | $155,790+45.0% | $125,391+80.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.66% | 86.74%-89.4pp | 71.54%-74.2pp | 282.22%-284.9pp |
| Employer contribution / active EE | $5,000 | $4,847+3.2% | $3,836+30.3% | $4,866+2.8% |
| Participant deferral / active EE | $0 | $5,630-100.0% | $4,797-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,262 | $9,545-76.3% | $7,478-69.8% | $9,540-76.3% |