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 | $103,725 | $202,318-48.7% | $172,739-40.0% | $152,861-32.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.15% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $9,211 | $5,856+57.3% | $5,143+79.1% | $4,762+93.4% |
| Participant deferral / active EE | $2,012 | $5,948-66.2% | $5,198-61.3% | $5,850-65.6% |
| Admin fee / account holder | $2,703 | $17,109-84.2% | $13,954-80.6% | $11,596-76.7% |