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 | $42,495 | $217,402-80.5% | $185,823-77.1% | $167,490-74.6% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 18.70% | 148.36%-129.7pp | 122.05%-103.3pp | 478.56%-459.9pp |
| Employer contribution / active EE | $1,858 | $5,873-68.4% | $5,167-64.0% | $4,837-61.6% |
| Participant deferral / active EE | $2,177 | $6,356-65.8% | $5,568-60.9% | $6,341-65.7% |
| Admin fee / account holder | $648 | $19,811-96.7% | $16,237-96.0% | $12,309-94.7% |