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 | $182,460 | $226,064-19.3% | $182,5320% | $152,861+19.4% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 19.93% | 192.51%-172.6pp | 148.54%-128.6pp | 345.32%-325.4pp |
| Employer contribution / active EE | $710 | $4,978-85.7% | $4,076-82.6% | $4,762-85.1% |
| Participant deferral / active EE | $826 | $6,368-87.0% | $5,524-85.0% | $5,850-85.9% |
| Admin fee / account holder | $5,961 | $10,703-44.3% | $8,592-30.6% | $11,596-48.6% |