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 | $71,074 | $68,346+4.0% | $94,646-24.9% | $75,163-5.4% |
| Participation rate | 93.2% | 76.1%+17.1pp | 80.8%+12.4pp | 67.2%+26.0pp |
| Annual return | 17.62% | 616.93%-599.3pp | 156.71%-139.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,827 | $2,701-32.4% | $3,672-50.3% | $2,670-31.6% |
| Participant deferral / active EE | $2,528 | $6,537-61.3% | $7,418-65.9% | $4,125-38.7% |
| Admin fee / account holder | $1,336 | $5,326-74.9% | $7,231-81.5% | $5,651-76.4% |