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 | $21,192 | $148,534-85.7% | $135,903-84.4% | $139,434-84.8% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 18.44% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,350 | $5,243-36.1% | $4,856-31.0% | $4,751-29.5% |
| Participant deferral / active EE | $893 | $8,100-89.0% | $7,758-88.5% | $6,710-86.7% |
| Admin fee / account holder | $1,602 | $12,400-87.1% | $10,762-85.1% | $11,403-86.0% |