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 | $213,828 | $107,334+99.2% | $92,893+130.2% | $152,861+39.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.63% | 145.58%-124.0pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $817 | $4,221-80.7% | $3,653-77.6% | $4,762-82.8% |
| Participant deferral / active EE | $642 | $4,845-86.8% | $4,236-84.9% | $5,850-89.0% |
| Admin fee / account holder | $15,420 | $7,079+117.8% | $5,794+166.1% | $11,596+33.0% |