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 | $56,288 | $56,199+0.2% | $67,652-16.8% | $59,632-5.6% |
| Participation rate | 92.1% | 71.5%+20.6pp | 75.7%+16.4pp | 68.7%+23.4pp |
| Annual return | 0.51% | 18505.31%-18504.8pp | 6625.04%-6624.5pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $3,962 | $1,614+145.4% | $2,266+74.9% | $2,203+79.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,195 | $3,958+31.2% | $4,821+7.8% | $4,297+20.9% |