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 | $41,043 | $160,055-74.4% | $140,016-70.7% | $135,375-69.7% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -8.38% | 911.38%-919.8pp | 651.12%-659.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,743 | $6,420-72.8% | $5,606-68.9% | $4,779-63.5% |
| Participant deferral / active EE | $2,547 | $7,642-66.7% | $6,927-63.2% | $5,609-54.6% |
| Admin fee / account holder | $563 | $13,328-95.8% | $10,705-94.7% | $10,827-94.8% |