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 | $236,753 | $160,055+47.9% | $140,016+69.1% | $135,375+74.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.33% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,712 | $6,420-73.3% | $5,606-69.5% | $4,779-64.2% |
| Participant deferral / active EE | $1,373 | $7,642-82.0% | $6,927-80.2% | $5,609-75.5% |
| Admin fee / account holder | $1,031 | $13,328-92.3% | $10,705-90.4% | $10,827-90.5% |