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 9-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 | $90,210 | $180,449-50.0% | $154,107-41.5% | $135,375-33.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.82% | 888.09%-877.3pp | 735.12%-724.3pp | 519.73%-508.9pp |
| Employer contribution / active EE | $1,377 | $6,035-77.2% | $5,298-74.0% | $4,779-71.2% |
| Participant deferral / active EE | $1,772 | $5,806-69.5% | $5,081-65.1% | $5,609-68.4% |
| Admin fee / account holder | $19,871 | $16,143+23.1% | $13,411+48.2% | $10,827+83.5% |