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 | $91,908 | $100,901-8.9% | $75,670+21.5% | $147,584-37.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 9.17% | 35.78%-26.6pp | 27.34%-18.2pp | 578.55%-569.4pp |
| Employer contribution / active EE | $4,167 | $3,253+28.1% | $2,352+77.2% | $4,876-14.6% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,295 | $11,285-88.5% | $5,800-77.7% | $10,885-88.1% |