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 | $120,414 | $137,414-12.4% | $189,513-36.5% | $85,850+40.3% |
| Participation rate | 98.4% | 84.6%+13.8pp | 87.8%+10.6pp | 69.3%+29.1pp |
| Annual return | 13.13% | 38.14%-25.0pp | 555.15%-542.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $5,240 | $4,344+20.6% | $6,162-15.0% | $2,565+104.3% |
| Participant deferral / active EE | $2,100 | $6,260-66.4% | $8,221-74.5% | $3,952-46.8% |
| Admin fee / account holder | $8,859 | $8,630+2.7% | $12,045-26.5% | $6,260+41.5% |