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 | $19,246 | $112,881-83.0% | $90,951-78.8% | $158,922-87.9% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 10.57% | 215.79%-205.2pp | 134.60%-124.0pp | 302.83%-292.3pp |
| Employer contribution / active EE | $2,307 | $2,893-20.3% | $2,122+8.7% | $4,761-51.5% |
| Participant deferral / active EE | $940 | $4,128-77.2% | $3,373-72.1% | $5,982-84.3% |
| Admin fee / account holder | $2,277 | $8,041-71.7% | $5,959-61.8% | $11,246-79.8% |