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 | $56,970 | $175,202-67.5% | $149,673-61.9% | $139,434-59.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.12% | 166.71%-138.6pp | 134.42%-106.3pp | 372.94%-344.8pp |
| Employer contribution / active EE | $7,692 | $5,474+40.5% | $4,818+59.7% | $4,751+61.9% |
| Participant deferral / active EE | $1,678 | $6,519-74.3% | $5,680-70.4% | $6,710-75.0% |
| Admin fee / account holder | $381 | $16,150-97.6% | $13,210-97.1% | $11,403-96.7% |