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 | $64,844 | $138,065-53.0% | $123,544-47.5% | $135,375-52.1% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | 8.05% | 153.68%-145.6pp | 119.20%-111.1pp | 519.73%-511.7pp |
| Employer contribution / active EE | $1,939 | $5,151-62.4% | $4,628-58.1% | $4,779-59.4% |
| Participant deferral / active EE | $844 | $6,799-87.6% | $6,426-86.9% | $5,609-85.0% |
| Admin fee / account holder | $556 | $10,916-94.9% | $9,284-94.0% | $10,827-94.9% |