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 | $69,831 | $138,044-49.4% | $125,339-44.3% | $134,475-48.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -18.58% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,482 | $5,243-71.7% | $4,814-69.2% | $4,740-68.7% |
| Participant deferral / active EE | $1,794 | $7,799-77.0% | $7,446-75.9% | $6,400-72.0% |
| Admin fee / account holder | $4,250 | $11,571-63.3% | $10,010-57.5% | $11,426-62.8% |