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 | $47,807 | $78,422-39.0% | $95,952-50.2% | $79,858-40.1% |
| Participation rate | 73.5% | 73.5%0pp | 77.1%-3.5pp | 69.6%+3.9pp |
| Annual return | 11.64% | 19.37%-7.7pp | 91.61%-80.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $866 | $3,440-74.8% | $4,167-79.2% | $3,740-76.9% |
| Admin fee / account holder | $4,332 | $5,622-23.0% | $6,795-36.3% | $5,306-18.4% |