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 | $50,007 | $135,635-63.1% | $110,238-54.6% | $135,375-63.1% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -3.72% | 513.19%-516.9pp | 314.74%-318.5pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,366 | $4,906-72.2% | $3,826-64.3% | $4,779-71.4% |
| Participant deferral / active EE | $1,476 | $5,506-73.2% | $4,672-68.4% | $5,609-73.7% |
| Admin fee / account holder | $7,021 | $11,457-38.7% | $8,547-17.9% | $10,827-35.2% |