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 | $128,280 | $109,327+17.3% | $89,391+43.5% | $158,922-19.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 24.47% | 345.68%-321.2pp | 245.62%-221.1pp | 302.83%-278.4pp |
| Employer contribution / active EE | $403 | $3,170-87.3% | $2,586-84.4% | $4,761-91.5% |
| Participant deferral / active EE | $705 | $4,598-84.7% | $3,890-81.9% | $5,982-88.2% |
| Admin fee / account holder | $624 | $6,153-89.9% | $4,881-87.2% | $11,246-94.5% |