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 | $30,253 | $107,334-71.8% | $92,893-67.4% | $152,861-80.2% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 19.38% | 145.58%-126.2pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,541 | $4,221-39.8% | $3,653-30.4% | $4,762-46.6% |
| Participant deferral / active EE | $1,075 | $4,845-77.8% | $4,236-74.6% | $5,850-81.6% |
| Admin fee / account holder | $6,724 | $7,079-5.0% | $5,794+16.0% | $11,596-42.0% |