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 | $95,482 | $133,922-28.7% | $116,228-17.8% | $142,382-32.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.58% | 147.76%-132.2pp | 90.06%-74.5pp | 217.08%-201.5pp |
| Employer contribution / active EE | $12,229 | $3,446+254.9% | $2,994+308.4% | $4,299+184.5% |
| Participant deferral / active EE | $242 | $5,672-95.7% | $4,953-95.1% | $6,507-96.3% |
| Admin fee / account holder | $829 | $14,945-94.5% | $11,989-93.1% | $12,624-93.4% |