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 | $95,074 | $183,963-48.3% | $162,163-41.4% | $152,861-37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.07% | 150.76%-127.7pp | 115.59%-92.5pp | 345.32%-322.3pp |
| Employer contribution / active EE | $5,486 | $6,371-13.9% | $5,614-2.3% | $4,762+15.2% |
| Participant deferral / active EE | $316 | $8,034-96.1% | $7,298-95.7% | $5,850-94.6% |
| Admin fee / account holder | $14,617 | $13,121+11.4% | $10,843+34.8% | $11,596+26.0% |