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 | $31,777 | $175,202-81.9% | $149,673-78.8% | $139,434-77.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 11.35% | 166.71%-155.4pp | 134.42%-123.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $2,729 | $5,474-50.1% | $4,818-43.3% | $4,751-42.5% |
| Participant deferral / active EE | $926 | $6,519-85.8% | $5,680-83.7% | $6,710-86.2% |
| Admin fee / account holder | $1,156 | $16,150-92.8% | $13,210-91.2% | $11,403-89.9% |