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 | $63,625 | $227,553-72.0% | $189,557-66.4% | $167,490-62.0% |
| Participation rate | 95.8% | 82.5%+13.3pp | 78.4%+17.4pp | 82.1%+13.7pp |
| Annual return | 16.53% | 78.40%-61.9pp | 64.17%-47.6pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,365 | $5,316-74.3% | $4,412-69.1% | $4,837-71.8% |
| Participant deferral / active EE | $723 | $7,002-89.7% | $6,174-88.3% | $6,341-88.6% |
| Admin fee / account holder | $7,412 | $11,878-37.6% | $9,807-24.4% | $12,309-39.8% |