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 | $67,957 | $198,466-65.8% | $170,442-60.1% | $147,584-54.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.29% | 257.29%-244.0pp | 205.93%-192.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $4,653 | $6,184-24.8% | $5,433-14.3% | $4,876-4.6% |
| Participant deferral / active EE | $651 | $5,629-88.4% | $4,939-86.8% | $5,439-88.0% |
| Admin fee / account holder | $380 | $16,852-97.7% | $13,880-97.3% | $10,885-96.5% |