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 8-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 | $17,491 | $159,901-89.1% | $146,958-88.1% | $145,922-88.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 29.80% | 98.13%-68.3pp | 418.34%-388.5pp | 561.29%-531.5pp |
| Employer contribution / active EE | $1,201 | $5,286-77.3% | $4,933-75.7% | $4,660-74.2% |
| Participant deferral / active EE | $2,066 | $8,428-75.5% | $8,070-74.4% | $6,688-69.1% |
| Admin fee / account holder | $1,320 | $15,044-91.2% | $12,998-89.8% | $13,397-90.1% |