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 | $50,327 | $197,591-74.5% | $177,821-71.7% | $158,922-68.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 16.81% | 58.76%-41.9pp | 48.32%-31.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,661 | $6,697-75.2% | $5,918-71.9% | $4,761-65.1% |
| Participant deferral / active EE | $2,406 | $8,405-71.4% | $7,714-68.8% | $5,982-59.8% |
| Admin fee / account holder | $1,792 | $15,399-88.4% | $12,427-85.6% | $11,246-84.1% |