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 | $37,530 | $97,757-61.6% | $83,848-55.2% | $135,375-72.3% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -4.65% | 1287.37%-1292.0pp | 850.88%-855.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,301 | $4,222-69.2% | $3,631-64.2% | $4,779-72.8% |
| Participant deferral / active EE | $460 | $4,682-90.2% | $4,082-88.7% | $5,609-91.8% |
| Admin fee / account holder | $11,142 | $6,674+66.9% | $5,478+103.4% | $10,827+2.9% |