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 | $33,642 | $183,963-81.7% | $162,163-79.3% | $152,861-78.0% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.6%+7.2pp | 82.4%+12.3pp |
| Annual return | 17.08% | 150.76%-133.7pp | 115.59%-98.5pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,528 | $6,371-60.3% | $5,614-55.0% | $4,762-46.9% |
| Participant deferral / active EE | $2,267 | $8,034-71.8% | $7,298-68.9% | $5,850-61.2% |
| Admin fee / account holder | $1,369 | $13,121-89.6% | $10,843-87.4% | $11,596-88.2% |