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 | $26,796 | $190,805-86.0% | $159,960-83.2% | $134,475-80.1% |
| Participation rate | 94.1% | 81.9%+12.2pp | 78.0%+16.2pp | 81.2%+12.9pp |
| Annual return | -9.11% | 552.23%-561.3pp | 408.60%-417.7pp | 417.96%-427.1pp |
| Employer contribution / active EE | $2,793 | $4,995-44.1% | $4,226-33.9% | $4,740-41.1% |
| Participant deferral / active EE | $951 | $6,923-86.3% | $6,182-84.6% | $6,400-85.1% |
| Admin fee / account holder | $378 | $10,471-96.4% | $8,698-95.7% | $11,426-96.7% |