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 | $57,327 | $160,055-64.2% | $140,016-59.1% | $135,375-57.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.63% | 911.38%-915.0pp | 651.12%-654.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $3,854 | $6,420-40.0% | $5,606-31.2% | $4,779-19.3% |
| Participant deferral / active EE | $914 | $7,642-88.0% | $6,927-86.8% | $5,609-83.7% |
| Admin fee / account holder | $17,830 | $13,328+33.8% | $10,705+66.6% | $10,827+64.7% |