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 | $28,795 | $85,766-66.4% | $136,294-78.9% | $70,131-58.9% |
| Participation rate | 74.2% | 74.2%0pp | 81.9%-7.7pp | 69.5%+4.7pp |
| Annual return | 23.75% | 31.45%-7.7pp | 5155.94%-5132.2pp | 73.14%-49.4pp |
| Employer contribution / active EE | $1,320 | $2,966-55.5% | $4,695-71.9% | $2,342-43.6% |
| Participant deferral / active EE | $1,894 | $5,051-62.5% | $6,247-69.7% | $3,332-43.2% |
| Admin fee / account holder | $1,465 | $5,420-73.0% | $9,243-84.2% | $4,645-68.5% |