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 | $68,996 | $138,044-50.0% | $125,339-45.0% | $134,475-48.7% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -9.19% | 750.33%-759.5pp | 572.05%-581.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $1,165 | $5,243-77.8% | $4,814-75.8% | $4,740-75.4% |
| Participant deferral / active EE | $2,494 | $7,799-68.0% | $7,446-66.5% | $6,400-61.0% |
| Admin fee / account holder | $4,103 | $11,571-64.5% | $10,010-59.0% | $11,426-64.1% |