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 | $30,242 | $68,547-55.9% | $120,354-74.9% | $80,856-62.6% |
| Participation rate | 84.4% | 61.6%+22.8pp | 71.9%+12.5pp | 67.6%+16.8pp |
| Annual return | 59.59% | 23.60%+36.0pp | 107.15%-47.6pp | 35.59%+24.0pp |
| Employer contribution / active EE | $4,829 | $2,051+135.4% | $3,463+39.5% | $2,755+75.3% |
| Participant deferral / active EE | $779 | $3,173-75.4% | $4,991-84.4% | $4,296-81.9% |
| Admin fee / account holder | $3,394 | $5,732-40.8% | $9,423-64.0% | $6,918-50.9% |