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 | $187,619 | $209,832-10.6% | $189,513-1.0% | $167,490+12.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.23% | 748.27%-737.0pp | 555.15%-543.9pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,594 | $6,914-76.9% | $6,162-74.1% | $4,837-67.0% |
| Participant deferral / active EE | $2,689 | $8,935-69.9% | $8,221-67.3% | $6,341-57.6% |
| Admin fee / account holder | $4,345 | $14,293-69.6% | $12,045-63.9% | $12,309-64.7% |