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 | $64,409 | $209,832-69.3% | $189,513-66.0% | $167,490-61.5% |
| Participation rate | 86.4% | 88.7%-2.3pp | 87.8%-1.4pp | 82.1%+4.3pp |
| Annual return | 11.82% | 748.27%-736.5pp | 555.15%-543.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,315 | $6,914-66.5% | $6,162-62.4% | $4,837-52.2% |
| Participant deferral / active EE | $3,055 | $8,935-65.8% | $8,221-62.8% | $6,341-51.8% |
| Admin fee / account holder | $10,103 | $14,293-29.3% | $12,045-16.1% | $12,309-17.9% |