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 | $52,131 | $210,648-75.3% | $177,989-70.7% | $145,922-64.3% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 9.27% | 385.86%-376.6pp | 294.48%-285.2pp | 561.29%-552.0pp |
| Employer contribution / active EE | $20,663 | $4,565+352.7% | $3,949+423.3% | $4,660+343.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,688-100.0% |
| Admin fee / account holder | $344 | $12,013-97.1% | $10,363-96.7% | $13,397-97.4% |