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 | $25,897 | $176,056-85.3% | $159,436-83.8% | $167,490-84.5% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 10.41% | 331.75%-321.3pp | 263.57%-253.2pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,296 | $5,297-56.7% | $4,829-52.5% | $4,837-52.5% |
| Participant deferral / active EE | $398 | $7,750-94.9% | $7,352-94.6% | $6,341-93.7% |
| Admin fee / account holder | $1,504 | $12,554-88.0% | $10,799-86.1% | $12,309-87.8% |