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 | $45,808 | $217,402-78.9% | $185,823-75.3% | $167,490-72.7% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 10.39% | 148.36%-138.0pp | 122.05%-111.7pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,667 | $5,873-71.6% | $5,167-67.7% | $4,837-65.5% |
| Participant deferral / active EE | $1,747 | $6,356-72.5% | $5,568-68.6% | $6,341-72.5% |
| Admin fee / account holder | $777 | $19,811-96.1% | $16,237-95.2% | $12,309-93.7% |