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 | $35,337 | $198,466-82.2% | $170,442-79.3% | $147,584-76.1% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 16.38% | 257.29%-240.9pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,925 | $6,184-68.9% | $5,433-64.6% | $4,876-60.5% |
| Participant deferral / active EE | $1,458 | $5,629-74.1% | $4,939-70.5% | $5,439-73.2% |
| Admin fee / account holder | $1,514 | $16,852-91.0% | $13,880-89.1% | $10,885-86.1% |