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 | $69,197 | $209,411-67.0% | $178,490-61.2% | $158,922-56.5% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 14.75% | 188.75%-174.0pp | 151.07%-136.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,189 | $5,706-79.2% | $5,011-76.3% | $4,761-75.0% |
| Participant deferral / active EE | $1,740 | $5,954-70.8% | $5,202-66.5% | $5,982-70.9% |
| Admin fee / account holder | $315 | $17,074-98.2% | $13,984-97.8% | $11,246-97.2% |