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 | $72,855 | $150,440-51.6% | $136,294-46.5% | $147,584-50.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.40% | 1049.08%-1033.7pp | 5155.94%-5140.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,272 | $5,256-56.8% | $4,695-51.6% | $4,876-53.4% |
| Participant deferral / active EE | $1,341 | $6,630-79.8% | $6,247-78.5% | $5,439-75.4% |
| Admin fee / account holder | $10,070 | $10,905-7.7% | $9,243+8.9% | $10,885-7.5% |