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 | $74,073 | $209,832-64.7% | $189,513-60.9% | $167,490-55.8% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 13.82% | 748.27%-734.4pp | 555.15%-541.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,143 | $6,914-69.0% | $6,162-65.2% | $4,837-55.7% |
| Participant deferral / active EE | $1,365 | $8,935-84.7% | $8,221-83.4% | $6,341-78.5% |
| Admin fee / account holder | $1,883 | $14,293-86.8% | $12,045-84.4% | $12,309-84.7% |