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 | $89,255 | $214,378-58.4% | $200,582-55.5% | $142,382-37.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.73% | 46.41%-34.7pp | 42.33%-30.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $10,000 | $6,841+46.2% | $6,419+55.8% | $4,299+132.6% |
| Participant deferral / active EE | $3,000 | $9,865-69.6% | $9,331-67.8% | $6,507-53.9% |
| Admin fee / account holder | $22,020 | $17,692+24.5% | $16,305+35.1% | $12,624+74.4% |