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 | $116,245 | $209,832-44.6% | $189,513-38.7% | $167,490-30.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.33% | 748.27%-735.9pp | 555.15%-542.8pp | 478.56%-466.2pp |
| Employer contribution / active EE | $7,250 | $6,914+4.9% | $6,162+17.7% | $4,837+49.9% |
| Participant deferral / active EE | $934 | $8,935-89.5% | $8,221-88.6% | $6,341-85.3% |
| Admin fee / account holder | $881 | $14,293-93.8% | $12,045-92.7% | $12,309-92.8% |