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 | $49,672 | $179,726-72.4% | $156,263-68.2% | $142,382-65.1% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 14.05% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,530 | $5,069-69.8% | $4,333-64.7% | $4,299-64.4% |
| Participant deferral / active EE | $1,748 | $6,956-74.9% | $6,158-71.6% | $6,507-73.1% |
| Admin fee / account holder | $1,935 | $17,272-88.8% | $14,255-86.4% | $12,624-84.7% |