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 | $68,900 | $201,272-65.8% | $184,203-62.6% | $145,922-52.8% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 14.34% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,218 | $7,022-68.4% | $6,427-65.5% | $4,660-52.4% |
| Participant deferral / active EE | $2,218 | $9,806-77.4% | $9,131-75.7% | $6,688-66.8% |
| Admin fee / account holder | $853 | $16,364-94.8% | $13,901-93.9% | $13,397-93.6% |