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 | $50,151 | $99,640-49.7% | $86,436-42.0% | $134,475-62.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.36% | 6782.58%-6796.9pp | 4394.89%-4409.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,757 | $4,400-60.1% | $3,769-53.4% | $4,740-62.9% |
| Participant deferral / active EE | $1,709 | $7,246-76.4% | $6,952-75.4% | $6,400-73.3% |
| Admin fee / account holder | $1,080 | $8,371-87.1% | $6,731-84.0% | $11,426-90.5% |