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 | $40,486 | $154,117-73.7% | $129,995-68.9% | $139,434-71.0% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 14.46% | 32.48%-18.0pp | -137.18%+151.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,567 | $5,289-70.4% | $4,320-63.7% | $4,751-67.0% |
| Participant deferral / active EE | $652 | $6,710-90.3% | $5,820-88.8% | $6,710-90.3% |
| Admin fee / account holder | $398 | $14,007-97.2% | $10,614-96.3% | $11,403-96.5% |