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 | $136,698 | $202,318-32.4% | $172,739-20.9% | $152,861-10.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.25% | 1029.65%-1004.4pp | 802.84%-777.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,838 | $5,856-68.6% | $5,143-64.3% | $4,762-61.4% |
| Participant deferral / active EE | $1,098 | $5,948-81.5% | $5,198-78.9% | $5,850-81.2% |
| Admin fee / account holder | $451 | $17,109-97.4% | $13,954-96.8% | $11,596-96.1% |