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 | $65,559 | $127,065-48.4% | $113,168-42.1% | $142,382-54.0% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 98.10% | 24.03%+74.1pp | 24.27%+73.8pp | 217.08%-119.0pp |
| Employer contribution / active EE | $1,424 | $3,442-58.6% | $2,975-52.1% | $4,299-66.9% |
| Participant deferral / active EE | $981 | $5,716-82.8% | $5,107-80.8% | $6,507-84.9% |
| Admin fee / account holder | $7,950 | $15,736-49.5% | $12,068-34.1% | $12,624-37.0% |