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 | $175,441 | $138,044+27.1% | $125,339+40.0% | $134,475+30.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.28% | 750.33%-759.6pp | 572.05%-581.3pp | 417.96%-427.2pp |
| Employer contribution / active EE | $4,475 | $5,243-14.6% | $4,814-7.0% | $4,740-5.6% |
| Participant deferral / active EE | $775 | $7,799-90.1% | $7,446-89.6% | $6,400-87.9% |
| Admin fee / account holder | $4,722 | $11,571-59.2% | $10,010-52.8% | $11,426-58.7% |