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 | $168,334 | $175,202-3.9% | $149,673+12.5% | $139,434+20.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 20.34% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,343 | $5,474-20.7% | $4,818-9.8% | $4,751-8.6% |
| Participant deferral / active EE | $1,707 | $6,519-73.8% | $5,680-70.0% | $6,710-74.6% |
| Admin fee / account holder | $564 | $16,150-96.5% | $13,210-95.7% | $11,403-95.1% |