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 | $73,814 | $90,600-18.5% | $79,464-7.1% | $135,375-45.5% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | 9.52% | 977.43%-967.9pp | 718.14%-708.6pp | 519.73%-510.2pp |
| Employer contribution / active EE | $3,328 | $3,068+8.5% | $2,800+18.8% | $4,779-30.4% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,016 | $5,907-32.0% | $5,113-21.4% | $10,827-62.9% |