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 | $36,588 | $185,822-80.3% | $169,993-78.5% | $139,434-73.8% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 17.67% | 60.50%-42.8pp | 53.37%-35.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,561 | $7,590-79.4% | $6,785-77.0% | $4,751-67.1% |
| Participant deferral / active EE | $2,665 | $11,622-77.1% | $10,408-74.4% | $6,710-60.3% |
| Admin fee / account holder | $2,388 | $15,381-84.5% | $12,815-81.4% | $11,403-79.1% |