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 | $17,327 | $138,044-87.4% | $125,339-86.2% | $134,475-87.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | 3970.14% | 750.33%+3219.8pp | 572.05%+3398.1pp | 417.96%+3552.2pp |
| Employer contribution / active EE | $1,614 | $5,243-69.2% | $4,814-66.5% | $4,740-65.9% |
| Participant deferral / active EE | $1,952 | $7,799-75.0% | $7,446-73.8% | $6,400-69.5% |
| Admin fee / account holder | $340 | $11,571-97.1% | $10,010-96.6% | $11,426-97.0% |