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 | $17,617 | $99,020-82.2% | $86,590-79.7% | $147,584-88.1% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 18.03% | 1312.34%-1294.3pp | 964.84%-946.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $5,529 | $3,132+76.5% | $2,839+94.7% | $4,876+13.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,887 | $5,710-67.0% | $4,906-61.5% | $10,885-82.7% |