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 | $98,740 | $63,346+55.9% | $92,233+7.1% | $70,131+40.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.84% | 530.12%-515.3pp | 176.28%-161.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $970 | $2,471-60.7% | $3,679-73.6% | $2,342-58.6% |
| Participant deferral / active EE | $787 | $2,854-72.4% | $3,897-79.8% | $3,332-76.4% |
| Admin fee / account holder | $2,949 | $3,840-23.2% | $5,194-43.2% | $4,645-36.5% |