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 | $120,075 | $209,832-42.8% | $189,513-36.6% | $167,490-28.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.79% | 748.27%-731.5pp | 555.15%-538.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,903 | $6,914-58.0% | $6,162-52.9% | $4,837-40.0% |
| Participant deferral / active EE | $2,577 | $8,935-71.2% | $8,221-68.7% | $6,341-59.4% |
| Admin fee / account holder | $329 | $14,293-97.7% | $12,045-97.3% | $12,309-97.3% |