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 | $213,318 | $175,202+21.8% | $149,673+42.5% | $139,434+53.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.69% | 166.71%-143.0pp | 134.42%-110.7pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,091 | $5,474-80.1% | $4,818-77.4% | $4,751-77.0% |
| Participant deferral / active EE | $830 | $6,519-87.3% | $5,680-85.4% | $6,710-87.6% |
| Admin fee / account holder | $1,944 | $16,150-88.0% | $13,210-85.3% | $11,403-83.0% |