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 | $88,732 | $183,963-51.8% | $162,163-45.3% | $152,861-42.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.63% | 150.76%-137.1pp | 115.59%-102.0pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,417 | $6,371-77.8% | $5,614-74.8% | $4,762-70.3% |
| Participant deferral / active EE | $1,393 | $8,034-82.7% | $7,298-80.9% | $5,850-76.2% |
| Admin fee / account holder | $1,493 | $13,121-88.6% | $10,843-86.2% | $11,596-87.1% |