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 | $123,342 | $104,907+17.6% | $84,611+45.8% | $152,861-19.3% |
| Participation rate | 92.3% | 74.8%+17.5pp | 68.2%+24.1pp | 82.4%+9.9pp |
| Annual return | 22.85% | 373.79%-350.9pp | 258.74%-235.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,154 | $3,302-65.1% | $2,652-56.5% | $4,762-75.8% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $32,131 | $6,241+414.9% | $4,912+554.1% | $11,596+177.1% |