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 | $145,089 | $138,044+5.1% | $125,339+15.8% | $134,475+7.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.34% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,834 | $5,243-46.0% | $4,814-41.1% | $4,740-40.2% |
| Participant deferral / active EE | $284 | $7,799-96.4% | $7,446-96.2% | $6,400-95.6% |
| Admin fee / account holder | $89,532 | $11,571+673.7% | $10,010+794.5% | $11,426+683.6% |