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 | $71,955 | $180,449-60.1% | $154,107-53.3% | $135,375-46.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.10% | 888.09%-894.2pp | 735.12%-741.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,581 | $6,035-40.7% | $5,298-32.4% | $4,779-25.1% |
| Participant deferral / active EE | $1,941 | $5,806-66.6% | $5,081-61.8% | $5,609-65.4% |
| Admin fee / account holder | $724 | $16,143-95.5% | $13,411-94.6% | $10,827-93.3% |