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 | $39,572 | $210,648-81.2% | $177,989-77.8% | $145,922-72.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 28.45% | 385.86%-357.4pp | 294.48%-266.0pp | 561.29%-532.8pp |
| Employer contribution / active EE | $9,961 | $4,565+118.2% | $3,949+152.3% | $4,660+113.8% |
| Participant deferral / active EE | $1,254 | $6,958-82.0% | $6,276-80.0% | $6,688-81.3% |
| Admin fee / account holder | $11,597 | $12,013-3.5% | $10,363+11.9% | $13,397-13.4% |