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 | $6,907 | $67,331-89.7% | $60,874-88.7% | $134,475-94.9% |
| Participation rate | 93.3% | 76.2%+17.2pp | 73.1%+20.2pp | 81.2%+12.1pp |
| Annual return | -19.69% | 49.93%-69.6pp | 16.90%-36.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,512 | $3,096-51.2% | $2,701-44.0% | $4,740-68.1% |
| Participant deferral / active EE | $900 | $4,538-80.2% | $3,817-76.4% | $6,400-85.9% |
| Admin fee / account holder | $1,357 | $4,582-70.4% | $3,224-57.9% | $11,426-88.1% |