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 9-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 | $90,149 | $171,865-47.5% | $149,718-39.8% | $147,584-38.9% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 21.16% | 2113.22%-2092.1pp | 1501.63%-1480.5pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,747 | $6,275-72.2% | $5,445-67.9% | $4,876-64.2% |
| Participant deferral / active EE | $2,443 | $7,271-66.4% | $6,569-62.8% | $5,439-55.1% |
| Admin fee / account holder | $12,124 | $13,799-12.1% | $11,283+7.5% | $10,885+11.4% |