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 | $91,351 | $160,055-42.9% | $140,016-34.8% | $135,375-32.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.48% | 911.38%-905.9pp | 651.12%-645.6pp | 519.73%-514.3pp |
| Employer contribution / active EE | $3,901 | $6,420-39.2% | $5,606-30.4% | $4,779-18.4% |
| Participant deferral / active EE | $900 | $7,642-88.2% | $6,927-87.0% | $5,609-84.0% |
| Admin fee / account holder | $3,815 | $13,328-71.4% | $10,705-64.4% | $10,827-64.8% |