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 | $49,605 | $73,515-32.5% | $62,995-21.3% | $147,584-66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.32% | 175.43%-157.1pp | 87.57%-69.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,891 | $3,320-43.1% | $2,759-31.5% | $4,876-61.2% |
| Participant deferral / active EE | $510 | $4,185-87.8% | $3,329-84.7% | $5,439-90.6% |
| Admin fee / account holder | $308 | $5,953-94.8% | $3,600-91.4% | $10,885-97.2% |