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 | $51,045 | $104,907-51.3% | $84,611-39.7% | $152,861-66.6% |
| Participation rate | 73.7% | 74.8%-1.1pp | 68.2%+5.5pp | 82.4%-8.8pp |
| Annual return | 16.37% | 373.79%-357.4pp | 258.74%-242.4pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,694 | $3,302-18.4% | $2,652+1.6% | $4,762-43.4% |
| Participant deferral / active EE | $683 | $4,688-85.4% | $3,899-82.5% | $5,850-88.3% |
| Admin fee / account holder | $8,381 | $6,241+34.3% | $4,912+70.6% | $11,596-27.7% |