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 | $99,282 | $165,335-40.0% | $149,696-33.7% | $158,922-37.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 8.39% | 348.15%-339.8pp | 276.60%-268.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,194 | $5,103-76.6% | $4,644-74.3% | $4,761-74.9% |
| Participant deferral / active EE | $1,379 | $7,181-80.8% | $6,842-79.9% | $5,982-77.0% |
| Admin fee / account holder | $3,850 | $10,807-64.4% | $9,309-58.6% | $11,246-65.8% |