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 | $28,304 | $73,515-61.5% | $62,995-55.1% | $147,584-80.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.80% | 175.43%-163.6pp | 87.57%-75.8pp | 578.55%-566.8pp |
| Employer contribution / active EE | $4,774 | $3,320+43.8% | $2,759+73.0% | $4,876-2.1% |
| Participant deferral / active EE | $686 | $4,185-83.6% | $3,329-79.4% | $5,439-87.4% |
| Admin fee / account holder | $835 | $5,953-86.0% | $3,600-76.8% | $10,885-92.3% |