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 | $14,858 | $114,381-87.0% | $107,525-86.2% | $142,382-89.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 501.38% | 242.71%+258.7pp | 181.32%+320.1pp | 217.08%+284.3pp |
| Employer contribution / active EE | $1,199 | $4,015-70.1% | $3,754-68.1% | $4,299-72.1% |
| Participant deferral / active EE | $1,407 | $5,564-74.7% | $5,116-72.5% | $6,507-78.4% |
| Admin fee / account holder | $91,544 | $9,860+828.4% | $8,919+926.4% | $12,624+625.2% |