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 | $157,982 | $209,832-24.7% | $189,513-16.6% | $167,490-5.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 9.59% | 748.27%-738.7pp | 555.15%-545.6pp | 478.56%-469.0pp |
| Employer contribution / active EE | $8,584 | $6,914+24.2% | $6,162+39.3% | $4,837+77.5% |
| Participant deferral / active EE | $2,758 | $8,935-69.1% | $8,221-66.5% | $6,341-56.5% |
| Admin fee / account holder | $3,443 | $14,293-75.9% | $12,045-71.4% | $12,309-72.0% |