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 8-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 | $148,342 | $176,662-16.0% | $130,648+13.5% | $152,861-3.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 12.81% | 2692.24%-2679.4pp | 1708.96%-1696.1pp | 345.32%-332.5pp |
| Employer contribution / active EE | $40,500 | $5,742+605.3% | $4,092+889.8% | $4,762+750.4% |
| Participant deferral / active EE | $0 | $4,361-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,135 | $7,133-84.1% | $5,464-79.2% | $11,596-90.2% |