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 | $46,429 | $197,825-76.5% | $155,790-70.2% | $125,391-63.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.38% | 86.74%-88.1pp | 71.54%-72.9pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,085 | $4,847-77.6% | $3,836-71.7% | $4,866-77.7% |
| Participant deferral / active EE | $437 | $5,630-92.2% | $4,797-90.9% | $5,352-91.8% |
| Admin fee / account holder | $557 | $9,545-94.2% | $7,478-92.5% | $9,540-94.2% |