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 | $52,925 | $165,335-68.0% | $149,696-64.6% | $158,922-66.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.24% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,454 | $5,103-71.5% | $4,644-68.7% | $4,761-69.5% |
| Participant deferral / active EE | $1,817 | $7,181-74.7% | $6,842-73.4% | $5,982-69.6% |
| Admin fee / account holder | $6,933 | $10,807-35.8% | $9,309-25.5% | $11,246-38.4% |