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 | $83,977 | $133,922-37.3% | $116,228-27.7% | $142,382-41.0% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 14.49% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,088 | $3,446-10.4% | $2,994+3.1% | $4,299-28.2% |
| Participant deferral / active EE | $1,246 | $5,672-78.0% | $4,953-74.8% | $6,507-80.9% |
| Admin fee / account holder | $8,169 | $14,945-45.3% | $11,989-31.9% | $12,624-35.3% |