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 | $58,477 | $183,963-68.2% | $162,163-63.9% | $152,861-61.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.27% | 150.76%-126.5pp | 115.59%-91.3pp | 345.32%-321.0pp |
| Employer contribution / active EE | $4,358 | $6,371-31.6% | $5,614-22.4% | $4,762-8.5% |
| Participant deferral / active EE | $2,563 | $8,034-68.1% | $7,298-64.9% | $5,850-56.2% |
| Admin fee / account holder | $9,130 | $13,121-30.4% | $10,843-15.8% | $11,596-21.3% |