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 | $134,217 | $102,317+31.2% | $146,958-8.7% | $80,856+66.0% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 17.73% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $4,633 | $3,713+24.8% | $4,933-6.1% | $2,755+68.2% |
| Participant deferral / active EE | $1,722 | $6,644-74.1% | $8,070-78.7% | $4,296-59.9% |
| Admin fee / account holder | $2,288 | $7,941-71.2% | $12,998-82.4% | $6,918-66.9% |