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 | $94,696 | $159,602-40.7% | $150,045-36.9% | $142,382-33.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.31% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,001 | $4,961-79.8% | $4,693-78.7% | $4,299-76.7% |
| Participant deferral / active EE | $101 | $8,310-98.8% | $7,997-98.7% | $6,507-98.4% |
| Admin fee / account holder | $2,356 | $14,846-84.1% | $13,435-82.5% | $12,624-81.3% |