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 | $123,496 | $63,346+95.0% | $92,233+33.9% | $70,131+76.1% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 16.34% | 530.12%-513.8pp | 176.28%-159.9pp | 73.14%-56.8pp |
| Employer contribution / active EE | $21,963 | $2,471+788.8% | $3,679+496.9% | $2,342+837.6% |
| Participant deferral / active EE | $335 | $2,854-88.3% | $3,897-91.4% | $3,332-89.9% |
| Admin fee / account holder | $2,286 | $3,840-40.5% | $5,194-56.0% | $4,645-50.8% |