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 | $65,901 | $202,432-67.4% | $169,368-61.1% | $139,434-52.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.99% | 531.74%-518.7pp | 405.60%-392.6pp | 372.94%-360.0pp |
| Employer contribution / active EE | $14,036 | $4,692+199.1% | $4,013+249.8% | $4,751+195.4% |
| Participant deferral / active EE | $1,186 | $6,938-82.9% | $6,221-80.9% | $6,710-82.3% |
| Admin fee / account holder | $6,171 | $10,708-42.4% | $9,003-31.5% | $11,403-45.9% |