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 | $37,579 | $197,591-81.0% | $177,821-78.9% | $158,922-76.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 26.58% | 58.76%-32.2pp | 48.32%-21.7pp | 302.83%-276.2pp |
| Employer contribution / active EE | $2,094 | $6,697-68.7% | $5,918-64.6% | $4,761-56.0% |
| Participant deferral / active EE | $2,618 | $8,405-68.9% | $7,714-66.1% | $5,982-56.2% |
| Admin fee / account holder | $384 | $15,399-97.5% | $12,427-96.9% | $11,246-96.6% |