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 | $31,639 | $227,553-86.1% | $189,557-83.3% | $167,490-81.1% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 11.96% | 78.40%-66.4pp | 64.17%-52.2pp | 478.56%-466.6pp |
| Employer contribution / active EE | $721 | $5,316-86.4% | $4,412-83.7% | $4,837-85.1% |
| Participant deferral / active EE | $1,360 | $7,002-80.6% | $6,174-78.0% | $6,341-78.6% |
| Admin fee / account holder | $1,023 | $11,878-91.4% | $9,807-89.6% | $12,309-91.7% |