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 | $52,464 | $209,411-74.9% | $178,490-70.6% | $158,922-67.0% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 40.94% | 188.75%-147.8pp | 151.07%-110.1pp | 302.83%-261.9pp |
| Employer contribution / active EE | $2,151 | $5,706-62.3% | $5,011-57.1% | $4,761-54.8% |
| Participant deferral / active EE | $1,946 | $5,954-67.3% | $5,202-62.6% | $5,982-67.5% |
| Admin fee / account holder | $409 | $17,074-97.6% | $13,984-97.1% | $11,246-96.4% |