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 | $57,491 | $115,770-50.3% | $101,248-43.2% | $158,922-63.8% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 25.80% | 56.14%-30.3pp | 46.47%-20.7pp | 302.83%-277.0pp |
| Employer contribution / active EE | $842 | $4,175-79.8% | $3,660-77.0% | $4,761-82.3% |
| Participant deferral / active EE | $1,189 | $4,957-76.0% | $4,370-72.8% | $5,982-80.1% |
| Admin fee / account holder | $387 | $7,245-94.7% | $5,945-93.5% | $11,246-96.6% |