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 | $11,978 | $109,327-89.0% | $89,391-86.6% | $158,922-92.5% |
| Participation rate | 95.2% | 74.3%+21.0pp | 68.0%+27.3pp | 82.0%+13.3pp |
| Annual return | 18.58% | 345.68%-327.1pp | 245.62%-227.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $5,457 | $3,170+72.1% | $2,586+111.0% | $4,761+14.6% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,982-100.0% |
| Admin fee / account holder | $820 | $6,153-86.7% | $4,881-83.2% | $11,246-92.7% |