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 | $85,920 | $112,881-23.9% | $90,951-5.5% | $158,922-45.9% |
| Participation rate | 93.3% | 74.7%+18.6pp | 69.0%+24.3pp | 82.0%+11.4pp |
| Annual return | 7.62% | 215.79%-208.2pp | 134.60%-127.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $4,911 | $2,893+69.8% | $2,122+131.5% | $4,761+3.2% |
| Participant deferral / active EE | $729 | $4,128-82.3% | $3,373-78.4% | $5,982-87.8% |
| Admin fee / account holder | $44,980 | $8,041+459.4% | $5,959+654.9% | $11,246+300.0% |