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 9-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 | $20,621 | $133,958-84.6% | $112,228-81.6% | $134,475-84.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.99% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,496 | $4,038-13.4% | $3,635-3.8% | $4,740-26.2% |
| Participant deferral / active EE | $5 | $5,291-99.9% | $4,728-99.9% | $6,400-99.9% |
| Admin fee / account holder | $1,851 | $7,489-75.3% | $6,410-71.1% | $11,426-83.8% |