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 | $144,733 | $165,335-12.5% | $149,696-3.3% | $158,922-8.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.56% | 348.15%-322.6pp | 276.60%-251.0pp | 302.83%-277.3pp |
| Employer contribution / active EE | $7,186 | $5,103+40.8% | $4,644+54.7% | $4,761+50.9% |
| Participant deferral / active EE | $1,573 | $7,181-78.1% | $6,842-77.0% | $5,982-73.7% |
| Admin fee / account holder | $30,736 | $10,807+184.4% | $9,309+230.2% | $11,246+173.3% |