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 | $61,191 | $185,822-67.1% | $169,993-64.0% | $139,434-56.1% |
| Participation rate | 95.2% | 87.8%+7.5pp | 87.0%+8.2pp | 80.3%+14.9pp |
| Annual return | 11.87% | 60.50%-48.6pp | 53.37%-41.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,571 | $7,590-66.1% | $6,785-62.1% | $4,751-45.9% |
| Participant deferral / active EE | $1,679 | $11,622-85.6% | $10,408-83.9% | $6,710-75.0% |
| Admin fee / account holder | $7,022 | $15,381-54.3% | $12,815-45.2% | $11,403-38.4% |