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 | $69,735 | $180,449-61.4% | $154,107-54.7% | $135,375-48.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.07% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,303 | $6,035-78.4% | $5,298-75.4% | $4,779-72.7% |
| Participant deferral / active EE | $1,947 | $5,806-66.5% | $5,081-61.7% | $5,609-65.3% |
| Admin fee / account holder | $1,078 | $16,143-93.3% | $13,411-92.0% | $10,827-90.0% |