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 | $66,572 | $57,281+16.2% | $86,612-23.1% | $75,163-11.4% |
| Participation rate | 76.7% | 63.2%+13.5pp | 71.7%+5.0pp | 67.2%+9.6pp |
| Annual return | 15.29% | 2670.75%-2655.5pp | 591.07%-575.8pp | 160.62%-145.3pp |
| Employer contribution / active EE | $4,305 | $2,314+86.0% | $3,022+42.4% | $2,670+61.3% |
| Participant deferral / active EE | $217 | $3,318-93.5% | $4,438-95.1% | $4,125-94.7% |
| Admin fee / account holder | $3,799 | $4,112-7.6% | $5,614-32.3% | $5,651-32.8% |