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 | $58,048 | $105,998-45.2% | $92,233-37.1% | $147,584-60.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.16% | 50.05%-36.9pp | 176.28%-163.1pp | 578.55%-565.4pp |
| Employer contribution / active EE | $16,202 | $4,333+273.9% | $3,679+340.3% | $4,876+232.3% |
| Participant deferral / active EE | $1,083 | $4,478-75.8% | $3,897-72.2% | $5,439-80.1% |
| Admin fee / account holder | $363 | $6,332-94.3% | $5,194-93.0% | $10,885-96.7% |