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 | $39,532 | $165,335-76.1% | $149,696-73.6% | $158,922-75.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.78% | 348.15%-335.4pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,199 | $5,103-56.9% | $4,644-52.6% | $4,761-53.8% |
| Participant deferral / active EE | $1,577 | $7,181-78.0% | $6,842-77.0% | $5,982-73.6% |
| Admin fee / account holder | $4,635 | $10,807-57.1% | $9,309-50.2% | $11,246-58.8% |