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 | $54,675 | $84,696-35.4% | $75,696-27.8% | $167,490-67.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.75% | 199.36%-185.6pp | 104.53%-90.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $13,463 | $3,230+316.9% | $2,743+390.9% | $4,837+178.3% |
| Participant deferral / active EE | $235 | $4,580-94.9% | $3,821-93.9% | $6,341-96.3% |
| Admin fee / account holder | $3,145 | $5,355-41.3% | $3,619-13.1% | $12,309-74.4% |