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 | $141,248 | $176,056-19.8% | $159,436-11.4% | $167,490-15.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.43% | 331.75%-317.3pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,634 | $5,297-69.1% | $4,829-66.2% | $4,837-66.2% |
| Participant deferral / active EE | $2,008 | $7,750-74.1% | $7,352-72.7% | $6,341-68.3% |
| Admin fee / account holder | $3,844 | $12,554-69.4% | $10,799-64.4% | $12,309-68.8% |