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 3-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 | $86,749 | $138,044-37.2% | $125,339-30.8% | $134,475-35.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 6.20% | 750.33%-744.1pp | 572.05%-565.9pp | 417.96%-411.8pp |
| Employer contribution / active EE | $12,412 | $5,243+136.7% | $4,814+157.9% | $4,740+161.9% |
| Participant deferral / active EE | $492 | $7,799-93.7% | $7,446-93.4% | $6,400-92.3% |
| Admin fee / account holder | $449 | $11,571-96.1% | $10,010-95.5% | $11,426-96.1% |