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 5-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 | $37,594 | $189,613-80.2% | $167,512-77.6% | $142,382-73.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.31% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,767 | $4,349-59.4% | $3,882-54.5% | $4,299-58.9% |
| Participant deferral / active EE | $1,025 | $6,981-85.3% | $6,405-84.0% | $6,507-84.2% |
| Admin fee / account holder | $1,302 | $10,528-87.6% | $9,769-86.7% | $12,624-89.7% |