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 | $114,235 | $201,272-43.2% | $184,203-38.0% | $145,922-21.7% |
| Participation rate | 73.7% | 87.5%-13.8pp | 86.8%-13.1pp | 80.3%-6.6pp |
| Annual return | 17.44% | 29.00%-11.6pp | 28.81%-11.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,030 | $9,806-69.1% | $9,131-66.8% | $6,688-54.7% |
| Admin fee / account holder | $454 | $16,364-97.2% | $13,901-96.7% | $13,397-96.6% |