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 | $66,619 | $107,934-38.3% | $91,989-27.6% | $152,861-56.4% |
| Participation rate | 87.0% | 81.2%+5.8pp | 78.6%+8.3pp | 82.4%+4.5pp |
| Annual return | 17.45% | 89.24%-71.8pp | 69.02%-51.6pp | 345.32%-327.9pp |
| Employer contribution / active EE | $500 | $4,210-88.1% | $3,452-85.5% | $4,762-89.5% |
| Participant deferral / active EE | $1,256 | $6,364-80.3% | $5,923-78.8% | $5,850-78.5% |
| Admin fee / account holder | $25,304 | $10,520+140.5% | $7,743+226.8% | $11,596+118.2% |