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 | $127,016 | $159,901-20.6% | $146,958-13.6% | $145,922-13.0% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 19.81% | 98.13%-78.3pp | 418.34%-398.5pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,394 | $5,286-73.6% | $4,933-71.7% | $4,660-70.1% |
| Participant deferral / active EE | $2,386 | $8,428-71.7% | $8,070-70.4% | $6,688-64.3% |
| Admin fee / account holder | $522 | $15,044-96.5% | $12,998-96.0% | $13,397-96.1% |