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 | $25,774 | $81,632-68.4% | $70,449-63.4% | $158,922-83.8% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+9.0pp |
| Annual return | 19.57% | 208.40%-188.8pp | 109.03%-89.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,726 | $3,217-46.4% | $2,737-36.9% | $4,761-63.8% |
| Participant deferral / active EE | $578 | $4,554-87.3% | $3,709-84.4% | $5,982-90.3% |
| Admin fee / account holder | $1,118 | $6,193-81.9% | $3,845-70.9% | $11,246-90.1% |