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 | $17,531 | $97,757-82.1% | $83,848-79.1% | $135,375-87.1% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | -3.06% | 1287.37%-1290.4pp | 850.88%-853.9pp | 519.73%-522.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,073 | $4,682-77.1% | $4,082-73.7% | $5,609-80.9% |
| Admin fee / account holder | $335 | $6,674-95.0% | $5,478-93.9% | $10,827-96.9% |