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 | $24,667 | $63,346-61.1% | $92,233-73.3% | $70,131-64.8% |
| Participation rate | 71.1% | 68.7%+2.4pp | 76.5%-5.4pp | 69.5%+1.6pp |
| Annual return | 14.27% | 530.12%-515.8pp | 176.28%-162.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $4,286 | $2,471+73.5% | $3,679+16.5% | $2,342+83.0% |
| Participant deferral / active EE | $36 | $2,854-98.7% | $3,897-99.1% | $3,332-98.9% |
| Admin fee / account holder | $8,895 | $3,840+131.6% | $5,194+71.3% | $4,645+91.5% |