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 | $182,973 | $91,538+99.9% | $129,995+40.8% | $75,163+143.4% |
| Participation rate | 84.6% | 71.4%+13.2pp | 78.5%+6.1pp | 67.2%+17.4pp |
| Annual return | 15.54% | -631.11%+646.6pp | -137.18%+152.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $11,376 | $2,845+299.8% | $4,320+163.4% | $2,670+326.1% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,936 | $6,790-56.8% | $10,614-72.3% | $5,651-48.0% |