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 | $44,226 | $171,865-74.3% | $149,718-70.5% | $147,584-70.0% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 20.02% | 2113.22%-2093.2pp | 1501.63%-1481.6pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,747 | $6,275-72.2% | $5,445-67.9% | $4,876-64.2% |
| Participant deferral / active EE | $963 | $7,271-86.8% | $6,569-85.3% | $5,439-82.3% |
| Admin fee / account holder | $1,784 | $13,799-87.1% | $11,283-84.2% | $10,885-83.6% |