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 9-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 | $92,374 | $202,318-54.3% | $172,739-46.5% | $152,861-39.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.20% | 1029.65%-999.4pp | 802.84%-772.6pp | 345.32%-315.1pp |
| Employer contribution / active EE | $2,047 | $5,856-65.0% | $5,143-60.2% | $4,762-57.0% |
| Participant deferral / active EE | $1,803 | $5,948-69.7% | $5,198-65.3% | $5,850-69.2% |
| Admin fee / account holder | $1,505 | $17,109-91.2% | $13,954-89.2% | $11,596-87.0% |