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 | $48,404 | $65,409-26.0% | $98,442-50.8% | $85,850-43.6% |
| Participation rate | 92.8% | 65.0%+27.8pp | 73.3%+19.4pp | 69.3%+23.4pp |
| Annual return | 27.31% | 21.76%+5.6pp | 1492.73%-1465.4pp | 318.53%-291.2pp |
| Employer contribution / active EE | $6,444 | $2,168+197.3% | $2,960+117.7% | $2,565+151.2% |
| Participant deferral / active EE | $309 | $3,166-90.2% | $4,276-92.8% | $3,952-92.2% |
| Admin fee / account holder | $7,437 | $4,593+61.9% | $5,949+25.0% | $6,260+18.8% |