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 | $74,933 | $107,334-30.2% | $92,893-19.3% | $152,861-51.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.28% | 145.58%-130.3pp | 109.41%-94.1pp | 345.32%-330.0pp |
| Employer contribution / active EE | $14,795 | $4,221+250.5% | $3,653+305.0% | $4,762+210.7% |
| Participant deferral / active EE | $858 | $4,845-82.3% | $4,236-79.7% | $5,850-85.3% |
| Admin fee / account holder | $956 | $7,079-86.5% | $5,794-83.5% | $11,596-91.8% |