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 8-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 | $63,623 | $137,414-53.7% | $189,513-66.4% | $85,850-25.9% |
| Participation rate | 76.9% | 84.6%-7.7pp | 87.8%-10.9pp | 69.3%+7.6pp |
| Annual return | 17.12% | 38.14%-21.0pp | 555.15%-538.0pp | 318.53%-301.4pp |
| Employer contribution / active EE | $2,280 | $4,344-47.5% | $6,162-63.0% | $2,565-11.1% |
| Participant deferral / active EE | $2,924 | $6,260-53.3% | $8,221-64.4% | $3,952-26.0% |
| Admin fee / account holder | $1,144 | $8,630-86.7% | $12,045-90.5% | $6,260-81.7% |