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 | $56,359 | $144,119-60.9% | $117,854-52.2% | $147,584-61.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.74% | 531.15%-522.4pp | 335.08%-326.3pp | 578.55%-569.8pp |
| Employer contribution / active EE | $19,131 | $4,896+290.7% | $3,786+405.3% | $4,876+292.3% |
| Participant deferral / active EE | $631 | $5,316-88.1% | $4,482-85.9% | $5,439-88.4% |
| Admin fee / account holder | $338 | $10,886-96.9% | $8,020-95.8% | $10,885-96.9% |