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 | $23,798 | $106,890-77.7% | $84,015-71.7% | $152,861-84.4% |
| Participation rate | 84.6% | 75.2%+9.4pp | 69.0%+15.6pp | 82.4%+2.2pp |
| Annual return | 20.72% | 104.99%-84.3pp | 71.31%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,963 | $2,734-28.2% | $1,983-1.0% | $4,762-58.8% |
| Participant deferral / active EE | $782 | $4,011-80.5% | $3,239-75.9% | $5,850-86.6% |
| Admin fee / account holder | $2,639 | $8,285-68.1% | $6,101-56.7% | $11,596-77.2% |