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 | $56,751 | $56,199+1.0% | $67,652-16.1% | $59,632-4.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.02% | 18505.31%-18507.3pp | 6625.04%-6627.1pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $2,890 | $1,614+79.0% | $2,266+27.6% | $2,203+31.2% |
| Participant deferral / active EE | $345 | $2,844-87.9% | $3,560-90.3% | $3,192-89.2% |
| Admin fee / account holder | $1,749 | $3,958-55.8% | $4,821-63.7% | $4,297-59.3% |