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 | $95,550 | $97,757-2.3% | $83,848+14.0% | $135,375-29.4% |
| Participation rate | 73.9% | 80.0%-6.0pp | 76.1%-2.2pp | 82.6%-8.7pp |
| Annual return | -7.73% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $6,607 | $4,222+56.5% | $3,631+82.0% | $4,779+38.3% |
| Participant deferral / active EE | $464 | $4,682-90.1% | $4,082-88.6% | $5,609-91.7% |
| Admin fee / account holder | $1,025 | $6,674-84.6% | $5,478-81.3% | $10,827-90.5% |