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 | $131,976 | $104,974+25.7% | $95,585+38.1% | $142,382-7.3% |
| Participation rate | 81.0% | 75.0%+6.0pp | 72.1%+8.9pp | 80.1%+0.8pp |
| Annual return | 12.62% | 210.33%-197.7pp | 38.56%-25.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $33,312 | $2,779+1098.9% | $2,527+1218.5% | $4,299+674.9% |
| Participant deferral / active EE | $260 | $4,352-94.0% | $4,023-93.5% | $6,507-96.0% |
| Admin fee / account holder | $77,892 | $6,386+1119.7% | $6,127+1171.2% | $12,624+517.0% |