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 | $112,652 | $144,119-21.8% | $117,854-4.4% | $147,584-23.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.76% | 531.15%-521.4pp | 335.08%-325.3pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,579 | $4,896-67.8% | $3,786-58.3% | $4,876-67.6% |
| Participant deferral / active EE | $1,306 | $5,316-75.4% | $4,482-70.9% | $5,439-76.0% |
| Admin fee / account holder | $16,805 | $10,886+54.4% | $8,020+109.5% | $10,885+54.4% |