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 | $94,233 | $197,591-52.3% | $177,821-47.0% | $158,922-40.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.98% | 58.76%-50.8pp | 48.32%-40.3pp | 302.83%-294.8pp |
| Employer contribution / active EE | $7,843 | $6,697+17.1% | $5,918+32.5% | $4,761+64.7% |
| Participant deferral / active EE | $226 | $8,405-97.3% | $7,714-97.1% | $5,982-96.2% |
| Admin fee / account holder | $58,366 | $15,399+279.0% | $12,427+369.7% | $11,246+419.0% |