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 | $111,010 | $100,852+10.1% | $90,404+22.8% | $158,922-30.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 77.30% | 1724.20%-1646.9pp | 1293.02%-1215.7pp | 302.83%-225.5pp |
| Employer contribution / active EE | $432 | $3,689-88.3% | $3,262-86.8% | $4,761-90.9% |
| Participant deferral / active EE | $432 | $4,348-90.1% | $3,963-89.1% | $5,982-92.8% |
| Admin fee / account holder | $268,637 | $6,501+4032.2% | $5,611+4687.8% | $11,246+2288.8% |