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 | $127,969 | $171,865-25.5% | $149,718-14.5% | $147,584-13.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.81% | 2113.22%-2096.4pp | 1501.63%-1484.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,545 | $6,275-75.4% | $5,445-71.6% | $4,876-68.3% |
| Participant deferral / active EE | $1,167 | $7,271-83.9% | $6,569-82.2% | $5,439-78.5% |
| Admin fee / account holder | $12,220 | $13,799-11.4% | $11,283+8.3% | $10,885+12.3% |