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 | $124,457 | $209,411-40.6% | $178,490-30.3% | $158,922-21.7% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 13.27% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,153 | $5,706-62.3% | $5,011-57.0% | $4,761-54.8% |
| Participant deferral / active EE | $704 | $5,954-88.2% | $5,202-86.5% | $5,982-88.2% |
| Admin fee / account holder | $1,773 | $17,074-89.6% | $13,984-87.3% | $11,246-84.2% |