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 | $160,085 | $175,202-8.6% | $149,673+7.0% | $139,434+14.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.16% | 166.71%-152.5pp | 134.42%-120.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,756 | $5,474-67.9% | $4,818-63.5% | $4,751-63.0% |
| Participant deferral / active EE | $421 | $6,519-93.5% | $5,680-92.6% | $6,710-93.7% |
| Admin fee / account holder | $589 | $16,150-96.4% | $13,210-95.5% | $11,403-94.8% |