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 | $20,490 | $92,703-77.9% | $82,719-75.2% | $134,475-84.8% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -17.53% | 944.92%-962.5pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $890 | $3,274-72.8% | $3,009-70.4% | $4,740-81.2% |
| Participant deferral / active EE | $890 | $4,802-81.5% | $4,395-79.7% | $6,400-86.1% |
| Admin fee / account holder | $18,824 | $5,983+214.7% | $5,329+253.2% | $11,426+64.7% |