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 | $39,678 | $176,056-77.5% | $159,436-75.1% | $167,490-76.3% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 12.25% | 331.75%-319.5pp | 263.57%-251.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,383 | $5,297-55.0% | $4,829-50.6% | $4,837-50.7% |
| Participant deferral / active EE | $256 | $7,750-96.7% | $7,352-96.5% | $6,341-96.0% |
| Admin fee / account holder | $9,176 | $12,554-26.9% | $10,799-15.0% | $12,309-25.5% |