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 | $62,281 | $83,902-25.8% | $167,512-62.8% | $84,808-26.6% |
| Participation rate | 98.0% | 66.5%+31.5pp | 77.1%+20.9pp | 68.3%+29.7pp |
| Annual return | 24.33% | 91.55%-67.2pp | 1615.79%-1591.5pp | 40.90%-16.6pp |
| Employer contribution / active EE | $5,659 | $2,264+150.0% | $3,882+45.8% | $2,631+115.1% |
| Participant deferral / active EE | $0 | $4,442-100.0% | $6,405-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,724 | $7,915-78.2% | $9,769-82.3% | $7,344-76.5% |