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 | $23,925 | $165,335-85.5% | $149,696-84.0% | $158,922-84.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 20.58% | 348.15%-327.6pp | 276.60%-256.0pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,242 | $5,103-75.7% | $4,644-73.3% | $4,761-73.9% |
| Participant deferral / active EE | $1,594 | $7,181-77.8% | $6,842-76.7% | $5,982-73.4% |
| Admin fee / account holder | $687 | $10,807-93.6% | $9,309-92.6% | $11,246-93.9% |