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 | $54,561 | $133,922-59.3% | $116,228-53.1% | $142,382-61.7% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 16.11% | 147.76%-131.6pp | 90.06%-73.9pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,846 | $3,446-46.4% | $2,994-38.3% | $4,299-57.1% |
| Participant deferral / active EE | $1,451 | $5,672-74.4% | $4,953-70.7% | $6,507-77.7% |
| Admin fee / account holder | $9,842 | $14,945-34.1% | $11,989-17.9% | $12,624-22.0% |