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 | $94,812 | $165,335-42.7% | $149,696-36.7% | $158,922-40.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.61% | 348.15%-331.5pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $35,915 | $5,103+603.8% | $4,644+673.3% | $4,761+654.3% |
| Participant deferral / active EE | $1,876 | $7,181-73.9% | $6,842-72.6% | $5,982-68.6% |
| Admin fee / account holder | $11,451 | $10,807+6.0% | $9,309+23.0% | $11,246+1.8% |