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 | $52,549 | $179,726-70.8% | $156,263-66.4% | $142,382-63.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.44% | 77.86%-65.4pp | 59.47%-47.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,535 | $5,069-69.7% | $4,333-64.6% | $4,299-64.3% |
| Participant deferral / active EE | $1,800 | $6,956-74.1% | $6,158-70.8% | $6,507-72.3% |
| Admin fee / account holder | $571 | $17,272-96.7% | $14,255-96.0% | $12,624-95.5% |