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 | $86,779 | $99,640-12.9% | $86,436+0.4% | $134,475-35.5% |
| Participation rate | 95.2% | 82.0%+13.2pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -15.74% | 6782.58%-6798.3pp | 4394.89%-4410.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $14,616 | $4,400+232.2% | $3,769+287.8% | $4,740+208.4% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,613 | $8,371-80.7% | $6,731-76.0% | $11,426-85.9% |