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 | $86,438 | $160,055-46.0% | $140,016-38.3% | $135,375-36.1% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.5%+2.0pp | 82.6%+6.8pp |
| Annual return | 2.00% | 911.38%-909.4pp | 651.12%-649.1pp | 519.73%-517.7pp |
| Employer contribution / active EE | $4,211 | $6,420-34.4% | $5,606-24.9% | $4,779-11.9% |
| Participant deferral / active EE | $2,655 | $7,642-65.3% | $6,927-61.7% | $5,609-52.7% |
| Admin fee / account holder | $18,422 | $13,328+38.2% | $10,705+72.1% | $10,827+70.1% |