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 | $29,089 | $185,822-84.3% | $169,993-82.9% | $139,434-79.1% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 13.36% | 60.50%-47.1pp | 53.37%-40.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,969 | $7,590-74.1% | $6,785-71.0% | $4,751-58.6% |
| Participant deferral / active EE | $2,277 | $11,622-80.4% | $10,408-78.1% | $6,710-66.1% |
| Admin fee / account holder | $17,278 | $15,381+12.3% | $12,815+34.8% | $11,403+51.5% |