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 | $28,635 | $107,334-73.3% | $92,893-69.2% | $152,861-81.3% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.4%+12.6pp |
| Annual return | 19.88% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $4,491 | $4,221+6.4% | $3,653+22.9% | $4,762-5.7% |
| Participant deferral / active EE | $846 | $4,845-82.5% | $4,236-80.0% | $5,850-85.5% |
| Admin fee / account holder | $12,257 | $7,079+73.1% | $5,794+111.6% | $11,596+5.7% |