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 | $142,851 | $183,963-22.3% | $162,163-11.9% | $152,861-6.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 19.16% | 150.76%-131.6pp | 115.59%-96.4pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,564 | $6,371-75.4% | $5,614-72.1% | $4,762-67.2% |
| Participant deferral / active EE | $1,963 | $8,034-75.6% | $7,298-73.1% | $5,850-66.5% |
| Admin fee / account holder | $438 | $13,121-96.7% | $10,843-96.0% | $11,596-96.2% |