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 | $53,124 | $202,318-73.7% | $172,739-69.2% | $152,861-65.2% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.4%+4.5pp |
| Annual return | 23.36% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $5,053 | $5,856-13.7% | $5,143-1.7% | $4,762+6.1% |
| Participant deferral / active EE | $2,069 | $5,948-65.2% | $5,198-60.2% | $5,850-64.6% |
| Admin fee / account holder | $2,050 | $17,109-88.0% | $13,954-85.3% | $11,596-82.3% |