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 | $22,232 | $69,207-67.9% | $64,056-65.3% | $139,434-84.1% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 21.19% | 45.88%-24.7pp | 33.69%-12.5pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,790 | $3,182-43.7% | $2,747-34.8% | $4,751-62.3% |
| Participant deferral / active EE | $467 | $4,682-90.0% | $3,880-88.0% | $6,710-93.0% |
| Admin fee / account holder | $4,647 | $4,244+9.5% | $3,068+51.4% | $11,403-59.2% |