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 | $64,264 | $183,963-65.1% | $162,163-60.4% | $152,861-58.0% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 15.01% | 150.76%-135.8pp | 115.59%-100.6pp | 345.32%-330.3pp |
| Employer contribution / active EE | $2,222 | $6,371-65.1% | $5,614-60.4% | $4,762-53.3% |
| Participant deferral / active EE | $2,183 | $8,034-72.8% | $7,298-70.1% | $5,850-62.7% |
| Admin fee / account holder | $2,386 | $13,121-81.8% | $10,843-78.0% | $11,596-79.4% |