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 | $27,738 | $67,331-58.8% | $60,874-54.4% | $134,475-79.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.81% | 49.93%-64.7pp | 16.90%-31.7pp | 417.96%-432.8pp |
| Employer contribution / active EE | $6,301 | $3,096+103.5% | $2,701+133.3% | $4,740+33.0% |
| Participant deferral / active EE | $737 | $4,538-83.8% | $3,817-80.7% | $6,400-88.5% |
| Admin fee / account holder | $2,524 | $4,582-44.9% | $3,224-21.7% | $11,426-77.9% |