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 | $221,155 | $183,519+20.5% | $155,509+42.2% | $145,922+51.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.78% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,077 | $5,313-79.7% | $4,672-77.0% | $4,660-76.9% |
| Participant deferral / active EE | $1,157 | $6,462-82.1% | $5,626-79.4% | $6,688-82.7% |
| Admin fee / account holder | $565,002 | $19,313+2825.5% | $15,912+3450.8% | $13,397+4117.4% |