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 | $160,355 | $112,096+43.1% | $95,952+67.1% | $158,922+0.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.27% | 171.09%-159.8pp | 91.61%-80.3pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,867 | $3,198-41.6% | $2,541-26.5% | $4,761-60.8% |
| Participant deferral / active EE | $1,467 | $4,784-69.3% | $4,167-64.8% | $5,982-75.5% |
| Admin fee / account holder | $4,159 | $10,130-58.9% | $6,795-38.8% | $11,246-63.0% |