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 | $46,547 | $183,963-74.7% | $162,163-71.3% | $152,861-69.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 22.51% | 150.76%-128.3pp | 115.59%-93.1pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,865 | $6,371-70.7% | $5,614-66.8% | $4,762-60.8% |
| Participant deferral / active EE | $979 | $8,034-87.8% | $7,298-86.6% | $5,850-83.3% |
| Admin fee / account holder | $68,006 | $13,121+418.3% | $10,843+527.2% | $11,596+486.4% |