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 | $52,454 | $97,757-46.3% | $83,848-37.4% | $135,375-61.3% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | 8.48% | 1287.37%-1278.9pp | 850.88%-842.4pp | 519.73%-511.3pp |
| Employer contribution / active EE | $6,730 | $4,222+59.4% | $3,631+85.3% | $4,779+40.8% |
| Participant deferral / active EE | $274 | $4,682-94.2% | $4,082-93.3% | $5,609-95.1% |
| Admin fee / account holder | $6,102 | $6,674-8.6% | $5,478+11.4% | $10,827-43.6% |