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 | $69,269 | $198,466-65.1% | $170,442-59.4% | $147,584-53.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.06% | 257.29%-241.2pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $5,316 | $6,184-14.0% | $5,433-2.1% | $4,876+9.0% |
| Participant deferral / active EE | $1,730 | $5,629-69.3% | $4,939-65.0% | $5,439-68.2% |
| Admin fee / account holder | $1,403 | $16,852-91.7% | $13,880-89.9% | $10,885-87.1% |