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 | $46,652 | $160,055-70.9% | $140,016-66.7% | $135,375-65.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.78% | 911.38%-916.2pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,666 | $6,420-74.1% | $5,606-70.3% | $4,779-65.1% |
| Participant deferral / active EE | $240 | $7,642-96.9% | $6,927-96.5% | $5,609-95.7% |
| Admin fee / account holder | $1,386 | $13,328-89.6% | $10,705-87.1% | $10,827-87.2% |