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 | $55,467 | $197,591-71.9% | $177,821-68.8% | $158,922-65.1% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.7%-3.5pp | 82.0%+2.3pp |
| Annual return | 16.39% | 58.76%-42.4pp | 48.32%-31.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,870 | $6,697-72.1% | $5,918-68.4% | $4,761-60.7% |
| Participant deferral / active EE | $2,912 | $8,405-65.4% | $7,714-62.3% | $5,982-51.3% |
| Admin fee / account holder | $13,078 | $15,399-15.1% | $12,427+5.2% | $11,246+16.3% |