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 | $115,052 | $96,635+19.1% | $86,612+32.8% | $139,434-17.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.30% | 106.41%-93.1pp | 591.07%-577.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $504 | $3,263-84.6% | $3,022-83.3% | $4,751-89.4% |
| Participant deferral / active EE | $836 | $4,836-82.7% | $4,438-81.2% | $6,710-87.5% |
| Admin fee / account holder | $1,176 | $6,408-81.6% | $5,614-79.0% | $11,403-89.7% |