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 | $88,846 | $209,411-57.6% | $178,490-50.2% | $158,922-44.1% |
| Participation rate | 89.5% | 86.3%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 12.17% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $3,164 | $5,706-44.5% | $5,011-36.8% | $4,761-33.5% |
| Participant deferral / active EE | $1,069 | $5,954-82.0% | $5,202-79.5% | $5,982-82.1% |
| Admin fee / account holder | $2,299 | $17,074-86.5% | $13,984-83.6% | $11,246-79.6% |