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 | $186,914 | $152,509+22.6% | $117,472+59.1% | $134,475+39.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.02% | 52.99%-66.0pp | 29.74%-42.8pp | 417.96%-431.0pp |
| Employer contribution / active EE | $31,348 | $5,571+462.7% | $4,176+650.7% | $4,740+561.4% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,671 | $7,004-76.1% | $5,645-70.4% | $11,426-85.4% |