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 | $52,349 | $99,652-47.5% | $78,778-33.5% | $147,584-64.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 14.65% | 47.28%-32.6pp | 35.62%-21.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,807 | $2,796-35.4% | $1,986-9.0% | $4,876-62.9% |
| Participant deferral / active EE | $644 | $3,664-82.4% | $2,958-78.2% | $5,439-88.2% |
| Admin fee / account holder | $1,275 | $7,155-82.2% | $5,134-75.2% | $10,885-88.3% |