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 | $85,111 | $159,901-46.8% | $146,958-42.1% | $145,922-41.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.57% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,898 | $5,286-64.1% | $4,933-61.5% | $4,660-59.3% |
| Participant deferral / active EE | $2,153 | $8,428-74.5% | $8,070-73.3% | $6,688-67.8% |
| Admin fee / account holder | $16,260 | $15,044+8.1% | $12,998+25.1% | $13,397+21.4% |