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 7-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 | $26,056 | $157,256-83.4% | $141,162-81.5% | $152,861-83.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 146.18% | 64.32%+81.9pp | 71.39%+74.8pp | 345.32%-199.1pp |
| Employer contribution / active EE | $7,686 | $5,261+46.1% | $4,735+62.3% | $4,762+61.4% |
| Participant deferral / active EE | $242 | $7,109-96.6% | $6,709-96.4% | $5,850-95.9% |
| Admin fee / account holder | $1,015 | $12,120-91.6% | $10,261-90.1% | $11,596-91.2% |