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 | $120,302 | $210,648-42.9% | $177,989-32.4% | $145,922-17.6% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 16.44% | 385.86%-369.4pp | 294.48%-278.0pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,698 | $4,565-62.8% | $3,949-57.0% | $4,660-63.6% |
| Participant deferral / active EE | $1,080 | $6,958-84.5% | $6,276-82.8% | $6,688-83.9% |
| Admin fee / account holder | $2,907 | $12,013-75.8% | $10,363-71.9% | $13,397-78.3% |