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 | $33,162 | $53,127-37.6% | $86,590-61.7% | $70,131-52.7% |
| Participation rate | 80.6% | 65.3%+15.2pp | 73.5%+7.0pp | 69.5%+11.0pp |
| Annual return | 15.98% | 27.66%-11.7pp | 964.84%-948.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $527 | $2,068-74.5% | $2,839-81.4% | $2,342-77.5% |
| Participant deferral / active EE | $693 | $2,696-74.3% | $3,609-80.8% | $3,332-79.2% |
| Admin fee / account holder | $680 | $3,585-81.0% | $4,906-86.1% | $4,645-85.4% |