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 | $42,699 | $63,346-32.6% | $92,233-53.7% | $70,131-39.1% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 15.74% | 530.12%-514.4pp | 176.28%-160.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $7,873 | $2,471+218.6% | $3,679+114.0% | $2,342+236.1% |
| Participant deferral / active EE | $372 | $2,854-87.0% | $3,897-90.4% | $3,332-88.8% |
| Admin fee / account holder | $2,138 | $3,840-44.3% | $5,194-58.8% | $4,645-54.0% |