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 | $117,126 | $126,574-7.5% | $106,213+10.3% | $145,922-19.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.54% | 224.79%-215.3pp | 116.14%-106.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,112 | $3,730-43.4% | $3,171-33.4% | $4,660-54.7% |
| Participant deferral / active EE | $1,254 | $5,724-78.1% | $5,016-75.0% | $6,688-81.3% |
| Admin fee / account holder | $2,548 | $17,304-85.3% | $11,033-76.9% | $13,397-81.0% |