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 | $76,932 | $157,256-51.1% | $141,162-45.5% | $152,861-49.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 522.36% | 64.32%+458.0pp | 71.39%+451.0pp | 345.32%+177.0pp |
| Employer contribution / active EE | $1,486 | $5,261-71.8% | $4,735-68.6% | $4,762-68.8% |
| Participant deferral / active EE | $2,126 | $7,109-70.1% | $6,709-68.3% | $5,850-63.7% |
| Admin fee / account holder | $474 | $12,120-96.1% | $10,261-95.4% | $11,596-95.9% |