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 9-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 | $37,827 | $209,411-81.9% | $178,490-78.8% | $158,922-76.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 46.22% | 188.75%-142.5pp | 151.07%-104.8pp | 302.83%-256.6pp |
| Employer contribution / active EE | $7,103 | $5,706+24.5% | $5,011+41.8% | $4,761+49.2% |
| Participant deferral / active EE | $791 | $5,954-86.7% | $5,202-84.8% | $5,982-86.8% |
| Admin fee / account holder | $756 | $17,074-95.6% | $13,984-94.6% | $11,246-93.3% |