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 | $35,930 | $209,411-82.8% | $178,490-79.9% | $158,922-77.4% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 6.42% | 188.75%-182.3pp | 151.07%-144.6pp | 302.83%-296.4pp |
| Employer contribution / active EE | $2,804 | $5,706-50.9% | $5,011-44.0% | $4,761-41.1% |
| Participant deferral / active EE | $472 | $5,954-92.1% | $5,202-90.9% | $5,982-92.1% |
| Admin fee / account holder | $8,539 | $17,074-50.0% | $13,984-38.9% | $11,246-24.1% |