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 | $18,220 | $95,971-81.0% | $74,550-75.6% | $135,375-86.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.60% | 56.96%-63.6pp | 32.53%-39.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,987 | $2,716-26.8% | $1,961+1.4% | $4,779-58.4% |
| Participant deferral / active EE | $768 | $3,843-80.0% | $3,108-75.3% | $5,609-86.3% |
| Admin fee / account holder | $3,273 | $6,522-49.8% | $5,060-35.3% | $10,827-69.8% |