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 | $72,558 | $201,272-64.0% | $184,203-60.6% | $145,922-50.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 10.08% | 29.00%-18.9pp | 28.81%-18.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,388 | $7,022-66.0% | $6,427-62.8% | $4,660-48.8% |
| Participant deferral / active EE | $1,878 | $9,806-80.8% | $9,131-79.4% | $6,688-71.9% |
| Admin fee / account holder | $634 | $16,364-96.1% | $13,901-95.4% | $13,397-95.3% |