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 | $241,402 | $97,757+146.9% | $83,848+187.9% | $135,375+78.3% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -3.27% | 1287.37%-1290.6pp | 850.88%-854.1pp | 519.73%-523.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $347 | $4,682-92.6% | $4,082-91.5% | $5,609-93.8% |
| Admin fee / account holder | $8,245 | $6,674+23.5% | $5,478+50.5% | $10,827-23.8% |