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 | $94,863 | $202,318-53.1% | $172,739-45.1% | $152,861-37.9% |
| Participation rate | 76.2% | 87.1%-10.9pp | 82.6%-6.5pp | 82.4%-6.3pp |
| Annual return | 19.39% | 1029.65%-1010.3pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,902 | $5,856-50.4% | $5,143-43.6% | $4,762-39.1% |
| Participant deferral / active EE | $974 | $5,948-83.6% | $5,198-81.3% | $5,850-83.3% |
| Admin fee / account holder | $7,100 | $17,109-58.5% | $13,954-49.1% | $11,596-38.8% |