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 | $80,735 | $198,466-59.3% | $170,442-52.6% | $147,584-45.3% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 19.15% | 257.29%-238.1pp | 205.93%-186.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,064 | $5,629-81.1% | $4,939-78.5% | $5,439-80.4% |
| Admin fee / account holder | $721 | $16,852-95.7% | $13,880-94.8% | $10,885-93.4% |