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 | $126,999 | $202,318-37.2% | $172,739-26.5% | $152,861-16.9% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 21.12% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,704 | $5,856-70.9% | $5,143-66.9% | $4,762-64.2% |
| Participant deferral / active EE | $1,896 | $5,948-68.1% | $5,198-63.5% | $5,850-67.6% |
| Admin fee / account holder | $580 | $17,109-96.6% | $13,954-95.8% | $11,596-95.0% |