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 | $65,447 | $84,695-22.7% | $73,843-11.4% | $125,391-47.8% |
| Participation rate | 95.0% | 76.8%+18.2pp | 73.4%+21.6pp | 83.2%+11.8pp |
| Annual return | -1.77% | 3123.53%-3125.3pp | 2267.84%-2269.6pp | 282.22%-284.0pp |
| Employer contribution / active EE | $3,000 | $3,123-3.9% | $2,787+7.6% | $4,866-38.3% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,810 | $5,691-50.6% | $4,880-42.4% | $9,540-70.5% |