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 | $69,886 | $108,919-35.8% | $100,391-30.4% | $145,922-52.1% |
| Participation rate | 72.7% | 82.9%-10.2pp | 81.5%-8.8pp | 80.3%-7.5pp |
| Annual return | 11.11% | 57.88%-46.8pp | 49.20%-38.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,153 | $4,419-73.9% | $3,942-70.7% | $4,660-75.3% |
| Participant deferral / active EE | $2,135 | $8,445-74.7% | $8,082-73.6% | $6,688-68.1% |
| Admin fee / account holder | $670 | $9,689-93.1% | $7,899-91.5% | $13,397-95.0% |