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 | $60,958 | $54,350+12.2% | $82,719-26.3% | $68,494-11.0% |
| Participation rate | 89.5% | 63.9%+25.6pp | 72.6%+16.9pp | 67.9%+21.6pp |
| Annual return | -15.88% | -13.67%-2.2pp | 701.18%-717.1pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,491 | $2,218+102.5% | $3,009+49.3% | $2,596+73.0% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,237 | $4,395-49.1% | $5,329-58.0% | $5,403-58.6% |