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 | $43,996 | $197,591-77.7% | $177,821-75.3% | $158,922-72.3% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 7.67% | 58.76%-51.1pp | 48.32%-40.6pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,454 | $6,697-78.3% | $5,918-75.4% | $4,761-69.5% |
| Participant deferral / active EE | $1,595 | $8,405-81.0% | $7,714-79.3% | $5,982-73.3% |
| Admin fee / account holder | $3,143 | $15,399-79.6% | $12,427-74.7% | $11,246-72.1% |