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 | $246,721 | $70,756+248.7% | $65,493+276.7% | $142,382+73.3% |
| Participation rate | 77.8% | 77.4%+0.4pp | 73.1%+4.7pp | 80.1%-2.3pp |
| Annual return | 12.83% | 1754.89%-1742.1pp | 982.45%-969.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,059 | $2,881-28.5% | $2,574-20.0% | $4,299-52.1% |
| Participant deferral / active EE | $667 | $4,637-85.6% | $3,961-83.2% | $6,507-89.8% |
| Admin fee / account holder | $11,560 | $6,559+76.3% | $5,028+129.9% | $12,624-8.4% |