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 | $89,259 | $171,865-48.1% | $149,718-40.4% | $147,584-39.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.28% | 2113.22%-2095.9pp | 1501.63%-1484.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $6,977 | $6,275+11.2% | $5,445+28.1% | $4,876+43.1% |
| Participant deferral / active EE | $355 | $7,271-95.1% | $6,569-94.6% | $5,439-93.5% |
| Admin fee / account holder | $77,352 | $13,799+460.5% | $11,283+585.6% | $10,885+610.6% |