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 | $36,500 | $160,055-77.2% | $140,016-73.9% | $135,375-73.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.83% | 911.38%-919.2pp | 651.12%-658.9pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,911 | $6,420-70.2% | $5,606-65.9% | $4,779-60.0% |
| Participant deferral / active EE | $671 | $7,642-91.2% | $6,927-90.3% | $5,609-88.0% |
| Admin fee / account holder | $1,642 | $13,328-87.7% | $10,705-84.7% | $10,827-84.8% |