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 | $129,656 | $217,402-40.4% | $185,823-30.2% | $167,490-22.6% |
| Participation rate | 95.5% | 86.0%+9.4pp | 81.7%+13.8pp | 82.1%+13.3pp |
| Annual return | 19.50% | 148.36%-128.9pp | 122.05%-102.5pp | 478.56%-459.1pp |
| Employer contribution / active EE | $12,635 | $5,873+115.1% | $5,167+144.5% | $4,837+161.2% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $5,773 | $19,811-70.9% | $16,237-64.4% | $12,309-53.1% |