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 | $54,644 | $124,185-56.0% | $108,410-49.6% | $167,490-67.4% |
| Participation rate | 73.7% | 82.3%-8.6pp | 80.1%-6.4pp | 82.1%-8.4pp |
| Annual return | 17.76% | 1379.64%-1361.9pp | 905.27%-887.5pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,357 | $4,187-67.6% | $3,558-61.9% | $4,837-71.9% |
| Participant deferral / active EE | $1,025 | $6,908-85.2% | $6,563-84.4% | $6,341-83.8% |
| Admin fee / account holder | $2,292 | $9,455-75.8% | $7,295-68.6% | $12,309-81.4% |