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 | $66,384 | $159,901-58.5% | $146,958-54.8% | $145,922-54.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.39% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,513 | $5,286-71.4% | $4,933-69.3% | $4,660-67.5% |
| Participant deferral / active EE | $2,388 | $8,428-71.7% | $8,070-70.4% | $6,688-64.3% |
| Admin fee / account holder | $29,551 | $15,044+96.4% | $12,998+127.4% | $13,397+120.6% |