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 | $201,438 | $102,604+96.3% | $86,188+133.7% | $139,434+44.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.34% | 1922.51%-1913.2pp | 1168.45%-1159.1pp | 372.94%-363.6pp |
| Employer contribution / active EE | $1,232 | $3,032-59.4% | $2,380-48.2% | $4,751-74.1% |
| Participant deferral / active EE | $529 | $4,676-88.7% | $3,985-86.7% | $6,710-92.1% |
| Admin fee / account holder | $35,703 | $8,657+312.4% | $6,852+421.1% | $11,403+213.1% |