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 | $97,285 | $109,817-11.4% | $98,442-1.2% | $167,490-41.9% |
| Participation rate | 81.3% | 75.8%+5.4pp | 73.3%+7.9pp | 82.1%-0.9pp |
| Annual return | 18.79% | 1956.69%-1937.9pp | 1492.73%-1473.9pp | 478.56%-459.8pp |
| Employer contribution / active EE | $4,294 | $3,224+33.2% | $2,960+45.1% | $4,837-11.2% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,877 | $6,753-57.4% | $5,949-51.6% | $12,309-76.6% |