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 | $35,989 | $227,553-84.2% | $189,557-81.0% | $167,490-78.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 7.95% | 78.40%-70.5pp | 64.17%-56.2pp | 478.56%-470.6pp |
| Employer contribution / active EE | $2,528 | $5,316-52.5% | $4,412-42.7% | $4,837-47.7% |
| Participant deferral / active EE | $1,145 | $7,002-83.7% | $6,174-81.5% | $6,341-82.0% |
| Admin fee / account holder | $15,900 | $11,878+33.9% | $9,807+62.1% | $12,309+29.2% |