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 | $65,418 | $54,350+20.4% | $82,719-20.9% | $68,494-4.5% |
| Participation rate | 89.5% | 63.9%+25.6pp | 72.6%+16.9pp | 67.9%+21.6pp |
| Annual return | -18.61% | -13.67%-4.9pp | 701.18%-719.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $5,364 | $2,218+141.8% | $3,009+78.3% | $2,596+106.6% |
| Participant deferral / active EE | $575 | $3,246-82.3% | $4,395-86.9% | $4,027-85.7% |
| Admin fee / account holder | $1,922 | $4,395-56.3% | $5,329-63.9% | $5,403-64.4% |