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 | $93,506 | $145,904-35.9% | $83,848+11.5% | - |
| Participation rate | 100.0% | 64.1%+35.9pp | 76.1%+23.9pp | - |
| Annual return | -5.97% | -3.19%-2.8pp | 850.88%-856.8pp | - |
| Employer contribution / active EE | $8,413 | $1,734+385.1% | $3,631+131.7% | - |
| Participant deferral / active EE | $1,517 | $2,760-45.0% | $4,082-62.8% | - |
| Admin fee / account holder | $7,672 | $8,727-12.1% | $5,478+40.0% | - |