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 | $58,911 | $185,822-68.3% | $169,993-65.3% | $139,434-57.7% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 17.14% | 60.50%-43.4pp | 53.37%-36.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,858 | $7,590-75.5% | $6,785-72.6% | $4,751-60.9% |
| Participant deferral / active EE | $2,496 | $11,622-78.5% | $10,408-76.0% | $6,710-62.8% |
| Admin fee / account holder | $11,801 | $15,381-23.3% | $12,815-7.9% | $11,403+3.5% |