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 | $60,807 | $209,411-71.0% | $178,490-65.9% | $158,922-61.7% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 21.21% | 188.75%-167.5pp | 151.07%-129.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $2,903 | $5,706-49.1% | $5,011-42.1% | $4,761-39.0% |
| Participant deferral / active EE | $1,919 | $5,954-67.8% | $5,202-63.1% | $5,982-67.9% |
| Admin fee / account holder | $343 | $17,074-98.0% | $13,984-97.5% | $11,246-97.0% |