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 | $106,513 | $108,919-2.2% | $100,391+6.1% | $145,922-27.0% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 15.17% | 57.88%-42.7pp | 49.20%-34.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,479 | $4,419-66.5% | $3,942-62.5% | $4,660-68.3% |
| Participant deferral / active EE | $1,900 | $8,445-77.5% | $8,082-76.5% | $6,688-71.6% |
| Admin fee / account holder | $2,757 | $9,689-71.5% | $7,899-65.1% | $13,397-79.4% |