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 | $49,727 | $155,788-68.1% | $124,672-60.1% | $167,490-70.3% |
| Participation rate | 91.7% | 81.1%+10.6pp | 74.6%+17.1pp | 82.1%+9.6pp |
| Annual return | 10.07% | 17.97%-7.9pp | 5142.93%-5132.9pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,048 | $4,163-74.8% | $3,324-68.5% | $4,837-78.3% |
| Participant deferral / active EE | $514 | $5,673-90.9% | $4,614-88.9% | $6,341-91.9% |
| Admin fee / account holder | $1,639 | $9,531-82.8% | $7,493-78.1% | $12,309-86.7% |