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 | $21,472 | $114,047-81.2% | $96,139-77.7% | $167,490-87.2% |
| Participation rate | 95.0% | 75.1%+19.9pp | 68.4%+26.6pp | 82.1%+12.9pp |
| Annual return | 19.31% | 189.88%-170.6pp | 191.94%-172.6pp | 478.56%-459.2pp |
| Employer contribution / active EE | $2,867 | $3,427-16.3% | $2,797+2.5% | $4,837-40.7% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $6,505 | $6,897-5.7% | $5,537+17.5% | $12,309-47.2% |