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 | $57,026 | $138,065-58.7% | $123,544-53.8% | $135,375-57.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.43% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,055 | $5,151-40.7% | $4,628-34.0% | $4,779-36.1% |
| Participant deferral / active EE | $816 | $6,799-88.0% | $6,426-87.3% | $5,609-85.5% |
| Admin fee / account holder | $2,594 | $10,916-76.2% | $9,284-72.1% | $10,827-76.0% |