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 | $23,733 | $57,281-58.6% | $86,612-72.6% | $75,163-68.4% |
| Participation rate | 80.0% | 63.2%+16.8pp | 71.7%+8.3pp | 67.2%+12.8pp |
| Annual return | 14.83% | 2670.75%-2655.9pp | 591.07%-576.2pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,398 | $2,314-39.6% | $3,022-53.7% | $2,670-47.6% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $535 | $4,112-87.0% | $5,614-90.5% | $5,651-90.5% |