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 8-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 | $47,880 | $150,187-68.1% | $120,354-60.2% | $145,922-67.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.01% | 154.07%-145.1pp | 107.15%-98.1pp | 561.29%-552.3pp |
| Employer contribution / active EE | $9,905 | $4,348+127.8% | $3,463+186.1% | $4,660+112.6% |
| Participant deferral / active EE | $441 | $6,173-92.8% | $4,991-91.2% | $6,688-93.4% |
| Admin fee / account holder | $856 | $12,207-93.0% | $9,423-90.9% | $13,397-93.6% |