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 | $150,703 | $102,317+47.3% | $146,958+2.5% | $80,856+86.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.09% | 134.76%-115.7pp | 418.34%-399.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $6,401 | $3,713+72.4% | $4,933+29.8% | $2,755+132.4% |
| Participant deferral / active EE | $2,383 | $6,644-64.1% | $8,070-70.5% | $4,296-44.5% |
| Admin fee / account holder | $4,222 | $7,941-46.8% | $12,998-67.5% | $6,918-39.0% |