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 | $24,042 | $150,187-84.0% | $120,354-80.0% | $145,922-83.5% |
| Participation rate | 90.9% | 78.8%+12.2pp | 71.9%+19.0pp | 80.3%+10.6pp |
| Annual return | 24.03% | 154.07%-130.0pp | 107.15%-83.1pp | 561.29%-537.3pp |
| Employer contribution / active EE | $2,592 | $4,348-40.4% | $3,463-25.2% | $4,660-44.4% |
| Participant deferral / active EE | $1,068 | $6,173-82.7% | $4,991-78.6% | $6,688-84.0% |
| Admin fee / account holder | $1,629 | $12,207-86.7% | $9,423-82.7% | $13,397-87.8% |