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 | $70,927 | $138,065-48.6% | $123,544-42.6% | $135,375-47.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.94% | 153.68%-154.6pp | 119.20%-120.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,163 | $5,151-77.4% | $4,628-74.9% | $4,779-75.7% |
| Participant deferral / active EE | $1,163 | $6,799-82.9% | $6,426-81.9% | $5,609-79.3% |
| Admin fee / account holder | $5,570 | $10,916-49.0% | $9,284-40.0% | $10,827-48.6% |