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 | $138,920 | $217,402-36.1% | $185,823-25.2% | $167,490-17.1% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 12.17% | 148.36%-136.2pp | 122.05%-109.9pp | 478.56%-466.4pp |
| Employer contribution / active EE | $24,081 | $5,873+310.0% | $5,167+366.0% | $4,837+397.8% |
| Participant deferral / active EE | $1,387 | $6,356-78.2% | $5,568-75.1% | $6,341-78.1% |
| Admin fee / account holder | $6,530 | $19,811-67.0% | $16,237-59.8% | $12,309-47.0% |