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 | $162,665 | $70,606+130.4% | $53,898+201.8% | $142,382+14.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 12.14% | 619.81%-607.7pp | 528.60%-516.5pp | 217.08%-204.9pp |
| Employer contribution / active EE | $6,500 | $1,202+440.7% | $932+597.4% | $4,299+51.2% |
| Participant deferral / active EE | $0 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $4,937 | $2,852+73.1% | $2,491+98.2% | $12,624-60.9% |