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 | $77,839 | $105,181-26.0% | $159,436-51.2% | $85,850-9.3% |
| Participation rate | 98.2% | 75.8%+22.5pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 16.08% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $6,938 | $3,318+109.1% | $4,829+43.7% | $2,565+170.5% |
| Participant deferral / active EE | $2,222 | $5,945-62.6% | $7,352-69.8% | $3,952-43.8% |
| Admin fee / account holder | $2,113 | $6,933-69.5% | $10,799-80.4% | $6,260-66.3% |