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 | $122,853 | $171,865-28.5% | $149,718-17.9% | $147,584-16.8% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 10.95% | 2113.22%-2102.3pp | 1501.63%-1490.7pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,475 | $6,275-76.5% | $5,445-72.9% | $4,876-69.7% |
| Participant deferral / active EE | $1,938 | $7,271-73.3% | $6,569-70.5% | $5,439-64.4% |
| Admin fee / account holder | $56,201 | $13,799+307.3% | $11,283+398.1% | $10,885+416.3% |