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 | $74,122 | $159,901-53.6% | $146,958-49.6% | $145,922-49.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 19.27% | 98.13%-78.9pp | 418.34%-399.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,284 | $5,286-75.7% | $4,933-74.0% | $4,660-72.5% |
| Participant deferral / active EE | $2,221 | $8,428-73.7% | $8,070-72.5% | $6,688-66.8% |
| Admin fee / account holder | $32,973 | $15,044+119.2% | $12,998+153.7% | $13,397+146.1% |