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 | $67,889 | $137,414-50.6% | $189,513-64.2% | $85,850-20.9% |
| Participation rate | 75.7% | 84.6%-8.9pp | 87.8%-12.1pp | 69.3%+6.4pp |
| Annual return | 11.98% | 38.14%-26.2pp | 555.15%-543.2pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,523 | $4,344-64.9% | $6,162-75.3% | $2,565-40.6% |
| Participant deferral / active EE | $2,190 | $6,260-65.0% | $8,221-73.4% | $3,952-44.6% |
| Admin fee / account holder | $22,004 | $8,630+155.0% | $12,045+82.7% | $6,260+251.5% |