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 | $20,250 | $183,519-89.0% | $155,509-87.0% | $145,922-86.1% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 14.50% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,099 | $5,313-41.7% | $4,672-33.7% | $4,660-33.5% |
| Participant deferral / active EE | $1,583 | $6,462-75.5% | $5,626-71.9% | $6,688-76.3% |
| Admin fee / account holder | $1,825 | $19,313-90.6% | $15,912-88.5% | $13,397-86.4% |