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 | $189,040 | $107,934+75.1% | $91,989+105.5% | $152,861+23.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 17.13% | 89.24%-72.1pp | 69.02%-51.9pp | 345.32%-328.2pp |
| Employer contribution / active EE | $4,652 | $4,210+10.5% | $3,452+34.8% | $4,762-2.3% |
| Participant deferral / active EE | $1,057 | $6,364-83.4% | $5,923-82.2% | $5,850-81.9% |
| Admin fee / account holder | $37,428 | $10,520+255.8% | $7,743+383.4% | $11,596+222.7% |