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 | $195,849 | $118,849+64.8% | $96,562+102.8% | $167,490+16.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.14% | 50.49%-31.3pp | 37.78%-18.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $4,204 | $3,120+34.7% | $2,356+78.4% | $4,837-13.1% |
| Participant deferral / active EE | $335 | $4,616-92.7% | $3,849-91.3% | $6,341-94.7% |
| Admin fee / account holder | $349 | $8,065-95.7% | $6,181-94.4% | $12,309-97.2% |