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 | $34,201 | $160,055-78.6% | $140,016-75.6% | $135,375-74.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | 39.90% | 911.38%-871.5pp | 651.12%-611.2pp | 519.73%-479.8pp |
| Employer contribution / active EE | $1,465 | $6,420-77.2% | $5,606-73.9% | $4,779-69.3% |
| Participant deferral / active EE | $1,814 | $7,642-76.3% | $6,927-73.8% | $5,609-67.7% |
| Admin fee / account holder | $46,902 | $13,328+251.9% | $10,705+338.1% | $10,827+333.2% |