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 | $73,213 | $160,055-54.3% | $140,016-47.7% | $135,375-45.9% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.5%+8.0pp | 82.6%+12.8pp |
| Annual return | -4.27% | 911.38%-915.6pp | 651.12%-655.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,818 | $6,420-71.7% | $5,606-67.6% | $4,779-62.0% |
| Participant deferral / active EE | $1,029 | $7,642-86.5% | $6,927-85.1% | $5,609-81.6% |
| Admin fee / account holder | $2,357 | $13,328-82.3% | $10,705-78.0% | $10,827-78.2% |