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 | $42,552 | $106,543-60.1% | $91,220-53.4% | $134,475-68.4% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -12.52% | 160.60%-173.1pp | 114.01%-126.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $585 | $3,331-82.4% | $2,850-79.5% | $4,740-87.7% |
| Participant deferral / active EE | $585 | $4,719-87.6% | $4,234-86.2% | $6,400-90.9% |
| Admin fee / account holder | $1,429 | $6,231-77.1% | $5,420-73.6% | $11,426-87.5% |