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 | $62,162 | $176,056-64.7% | $159,436-61.0% | $167,490-62.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 23.07% | 331.75%-308.7pp | 263.57%-240.5pp | 478.56%-455.5pp |
| Employer contribution / active EE | $1,091 | $5,297-79.4% | $4,829-77.4% | $4,837-77.4% |
| Participant deferral / active EE | $2,334 | $7,750-69.9% | $7,352-68.2% | $6,341-63.2% |
| Admin fee / account holder | $396 | $12,554-96.8% | $10,799-96.3% | $12,309-96.8% |