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 | $89,025 | $138,044-35.5% | $125,339-29.0% | $134,475-33.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.47% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,154 | $5,243-58.9% | $4,814-55.2% | $4,740-54.6% |
| Participant deferral / active EE | $879 | $7,799-88.7% | $7,446-88.2% | $6,400-86.3% |
| Admin fee / account holder | $13,420 | $11,571+16.0% | $10,010+34.1% | $11,426+17.5% |