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 | $132,174 | $88,751+48.9% | $81,812+61.6% | $145,922-9.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.55% | 1025.40%-1013.9pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $7,709 | $3,083+150.0% | $2,912+164.7% | $4,660+65.5% |
| Participant deferral / active EE | $390 | $4,643-91.6% | $4,319-91.0% | $6,688-94.2% |
| Admin fee / account holder | $1,312 | $8,415-84.4% | $7,386-82.2% | $13,397-90.2% |