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 | $66,804 | $137,414-51.4% | $189,513-64.7% | $85,850-22.2% |
| Participation rate | 84.6% | 84.6%0pp | 87.8%-3.2pp | 69.3%+15.3pp |
| Annual return | 20.19% | 38.14%-18.0pp | 555.15%-535.0pp | 318.53%-298.3pp |
| Employer contribution / active EE | $1,529 | $4,344-64.8% | $6,162-75.2% | $2,565-40.4% |
| Participant deferral / active EE | $2,865 | $6,260-54.2% | $8,221-65.1% | $3,952-27.5% |
| Admin fee / account holder | $1,660 | $8,630-80.8% | $12,045-86.2% | $6,260-73.5% |