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 | $110,998 | $157,256-29.4% | $141,162-21.4% | $152,861-27.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 23.03% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,125 | $5,261-78.6% | $4,735-76.2% | $4,762-76.4% |
| Participant deferral / active EE | $578 | $7,109-91.9% | $6,709-91.4% | $5,850-90.1% |
| Admin fee / account holder | $5,166 | $12,120-57.4% | $10,261-49.7% | $11,596-55.5% |