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 | $57,697 | $105,181-45.1% | $159,436-63.8% | $85,850-32.8% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.8%-10.4pp | 69.3%+3.1pp |
| Annual return | 15.14% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,653 | $3,318-50.2% | $4,829-65.8% | $2,565-35.5% |
| Participant deferral / active EE | $2,371 | $5,945-60.1% | $7,352-67.8% | $3,952-40.0% |
| Admin fee / account holder | $7,279 | $6,933+5.0% | $10,799-32.6% | $6,260+16.3% |