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 9-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 | $38,989 | $138,044-71.8% | $125,339-68.9% | $134,475-71.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.32% | 750.33%-766.6pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,984 | $5,243-62.2% | $4,814-58.8% | $4,740-58.2% |
| Participant deferral / active EE | $2,458 | $7,799-68.5% | $7,446-67.0% | $6,400-61.6% |
| Admin fee / account holder | $855 | $11,571-92.6% | $10,010-91.5% | $11,426-92.5% |