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 | $62,524 | $102,317-38.9% | $146,958-57.5% | $80,856-22.7% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 41.88% | 134.76%-92.9pp | 418.34%-376.5pp | 35.59%+6.3pp |
| Employer contribution / active EE | $3,705 | $3,713-0.2% | $4,933-24.9% | $2,755+34.5% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,765 | $7,941-65.2% | $12,998-78.7% | $6,918-60.0% |