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 | $59,115 | $70,669-16.3% | $169,368-65.1% | $75,163-21.4% |
| Participation rate | 88.0% | 64.8%+23.2pp | 77.1%+10.9pp | 67.2%+20.8pp |
| Annual return | 19.83% | 36.36%-16.5pp | 405.60%-385.8pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,434 | $2,211-35.1% | $4,013-64.3% | $2,670-46.3% |
| Participant deferral / active EE | $752 | $4,311-82.5% | $6,221-87.9% | $4,125-81.8% |
| Admin fee / account holder | $1,363 | $5,402-74.8% | $9,003-84.9% | $5,651-75.9% |