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 | $44,009 | $160,055-72.5% | $140,016-68.6% | $135,375-67.5% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -6.14% | 911.38%-917.5pp | 651.12%-657.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,342 | $6,420-63.5% | $5,606-58.2% | $4,779-51.0% |
| Participant deferral / active EE | $2,644 | $7,642-65.4% | $6,927-61.8% | $5,609-52.9% |
| Admin fee / account holder | $3,161 | $13,328-76.3% | $10,705-70.5% | $10,827-70.8% |