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 | $59,148 | $79,449-25.6% | $189,557-68.8% | $85,850-31.1% |
| Participation rate | 91.4% | 66.0%+25.4pp | 78.4%+13.0pp | 69.3%+22.1pp |
| Annual return | 199.62% | 18.45%+181.2pp | 64.17%+135.5pp | 318.53%-118.9pp |
| Employer contribution / active EE | $9,445 | $2,081+353.9% | $4,412+114.1% | $2,565+268.2% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,937 | $5,377-26.8% | $9,807-59.9% | $6,260-37.1% |