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 | $140,002 | $91,538+52.9% | $129,995+7.7% | $75,163+86.3% |
| Participation rate | 96.6% | 71.4%+25.1pp | 78.5%+18.1pp | 67.2%+29.4pp |
| Annual return | 15.88% | -631.11%+647.0pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $4,138 | $2,845+45.4% | $4,320-4.2% | $2,670+55.0% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,191 | $6,790-53.0% | $10,614-69.9% | $5,651-43.5% |