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 | $61,472 | $183,963-66.6% | $162,163-62.1% | $152,861-59.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 35.09% | 150.76%-115.7pp | 115.59%-80.5pp | 345.32%-310.2pp |
| Employer contribution / active EE | $14,113 | $6,371+121.5% | $5,614+151.4% | $4,762+196.3% |
| Participant deferral / active EE | $2,634 | $8,034-67.2% | $7,298-63.9% | $5,850-55.0% |
| Admin fee / account holder | $802 | $13,121-93.9% | $10,843-92.6% | $11,596-93.1% |