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 | $182,174 | $217,402-16.2% | $185,823-2.0% | $167,490+8.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.55% | 148.36%-119.8pp | 122.05%-93.5pp | 478.56%-450.0pp |
| Employer contribution / active EE | $15,881 | $5,873+170.4% | $5,167+207.3% | $4,837+228.3% |
| Participant deferral / active EE | $788 | $6,356-87.6% | $5,568-85.9% | $6,341-87.6% |
| Admin fee / account holder | $4,426 | $19,811-77.7% | $16,237-72.7% | $12,309-64.0% |