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 | $57,386 | $152,587-62.4% | $125,175-54.2% | $152,861-62.5% |
| Participation rate | 86.4% | 83.3%+3.0pp | 79.8%+6.6pp | 82.4%+3.9pp |
| Annual return | 21.27% | 54.84%-33.6pp | 43.79%-22.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $3,182 | $4,946-35.7% | $3,865-17.7% | $4,762-33.2% |
| Participant deferral / active EE | $1,100 | $5,868-81.3% | $4,937-77.7% | $5,850-81.2% |
| Admin fee / account holder | $19,214 | $13,434+43.0% | $9,702+98.0% | $11,596+65.7% |