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 | $25,247 | $138,065-81.7% | $123,544-79.6% | $135,375-81.4% |
| Participation rate | 70.8% | 84.7%-13.9pp | 82.3%-11.5pp | 82.6%-11.8pp |
| Annual return | 32.77% | 153.68%-120.9pp | 119.20%-86.4pp | 519.73%-487.0pp |
| Employer contribution / active EE | $1,223 | $5,151-76.3% | $4,628-73.6% | $4,779-74.4% |
| Participant deferral / active EE | $1,552 | $6,799-77.2% | $6,426-75.9% | $5,609-72.3% |
| Admin fee / account holder | $2,303 | $10,916-78.9% | $9,284-75.2% | $10,827-78.7% |