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 | $35,441 | $89,753-60.5% | $107,525-67.0% | $84,808-58.2% |
| Participation rate | 98.4% | 68.1%+30.3pp | 75.1%+23.3pp | 68.3%+30.0pp |
| Annual return | 265.62% | 29.48%+236.1pp | 181.32%+84.3pp | 40.90%+224.7pp |
| Employer contribution / active EE | $10,694 | $3,113+243.5% | $3,754+184.9% | $2,631+306.4% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,991 | $7,222+10.6% | $8,919-10.4% | $7,344+8.8% |