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 | $162,914 | $81,632+99.6% | $70,449+131.3% | $158,922+2.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 37.80% | 208.40%-170.6pp | 109.03%-71.2pp | 302.83%-265.0pp |
| Employer contribution / active EE | $694 | $3,217-78.4% | $2,737-74.6% | $4,761-85.4% |
| Participant deferral / active EE | $833 | $4,554-81.7% | $3,709-77.5% | $5,982-86.1% |
| Admin fee / account holder | $12,534 | $6,193+102.4% | $3,845+226.0% | $11,246+11.5% |