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 | $99,659 | $171,865-42.0% | $149,718-33.4% | $147,584-32.5% |
| Participation rate | 70.0% | 88.2%-18.2pp | 87.1%-17.1pp | 82.8%-12.8pp |
| Annual return | 13.06% | 2113.22%-2100.2pp | 1501.63%-1488.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,081 | $6,275-66.8% | $5,445-61.8% | $4,876-57.3% |
| Participant deferral / active EE | $2,514 | $7,271-65.4% | $6,569-61.7% | $5,439-53.8% |
| Admin fee / account holder | $13,641 | $13,799-1.1% | $11,283+20.9% | $10,885+25.3% |