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 | $78,557 | $97,757-19.6% | $83,848-6.3% | $135,375-42.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.77% | 1287.37%-1281.6pp | 850.88%-845.1pp | 519.73%-514.0pp |
| Employer contribution / active EE | $3,377 | $4,222-20.0% | $3,631-7.0% | $4,779-29.3% |
| Participant deferral / active EE | $993 | $4,682-78.8% | $4,082-75.7% | $5,609-82.3% |
| Admin fee / account holder | $40,960 | $6,674+513.7% | $5,478+647.7% | $10,827+278.3% |