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 | $65,079 | $157,256-58.6% | $141,162-53.9% | $152,861-57.4% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 17.21% | 64.32%-47.1pp | 71.39%-54.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,786 | $5,261-66.1% | $4,735-62.3% | $4,762-62.5% |
| Participant deferral / active EE | $2,101 | $7,109-70.4% | $6,709-68.7% | $5,850-64.1% |
| Admin fee / account holder | $647 | $12,120-94.7% | $10,261-93.7% | $11,596-94.4% |