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 | $14,289 | $102,966-86.1% | $90,281-84.2% | $152,861-90.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.54% | 95.16%-77.6pp | 78.10%-60.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,626 | $3,139+15.5% | $2,854+27.0% | $4,762-23.9% |
| Participant deferral / active EE | $479 | $4,281-88.8% | $3,885-87.7% | $5,850-91.8% |
| Admin fee / account holder | $1,976 | $6,171-68.0% | $5,351-63.1% | $11,596-83.0% |