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 | $113,613 | $209,832-45.9% | $189,513-40.1% | $167,490-32.2% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 12.94% | 748.27%-735.3pp | 555.15%-542.2pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,411 | $6,914-65.1% | $6,162-60.9% | $4,837-50.2% |
| Participant deferral / active EE | $2,723 | $8,935-69.5% | $8,221-66.9% | $6,341-57.1% |
| Admin fee / account holder | $1,500 | $14,293-89.5% | $12,045-87.5% | $12,309-87.8% |