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 | $137,666 | $202,318-32.0% | $172,739-20.3% | $152,861-9.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.15% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,533 | $5,856-73.8% | $5,143-70.2% | $4,762-67.8% |
| Participant deferral / active EE | $1,533 | $5,948-74.2% | $5,198-70.5% | $5,850-73.8% |
| Admin fee / account holder | $5,583 | $17,109-67.4% | $13,954-60.0% | $11,596-51.9% |