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 | $51,513 | $111,724-53.9% | $93,606-45.0% | $145,922-64.7% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 14.77% | 202.98%-188.2pp | 133.20%-118.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $984 | $3,090-68.2% | $2,420-59.4% | $4,660-78.9% |
| Participant deferral / active EE | $1,129 | $4,912-77.0% | $4,411-74.4% | $6,688-83.1% |
| Admin fee / account holder | $4,114 | $10,250-59.9% | $8,285-50.3% | $13,397-69.3% |