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 | $118,127 | $165,984-28.8% | $164,813-28.3% | $145,922-19.0% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 16.09% | 100.03%-83.9pp | 69.93%-53.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,453 | $5,273-72.4% | $4,341-66.5% | $4,660-68.8% |
| Participant deferral / active EE | $1,649 | $6,959-76.3% | $6,031-72.7% | $6,688-75.3% |
| Admin fee / account holder | $2,431 | $16,648-85.4% | $12,690-80.8% | $13,397-81.9% |