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 9-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 | $28,022 | $103,376-72.9% | $87,100-67.8% | $152,861-81.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 60.04% | 28.10%+31.9pp | 28.19%+31.9pp | 345.32%-285.3pp |
| Employer contribution / active EE | $5,052 | $3,220+56.9% | $2,521+100.4% | $4,762+6.1% |
| Participant deferral / active EE | $1,316 | $4,778-72.5% | $4,049-67.5% | $5,850-77.5% |
| Admin fee / account holder | $538 | $12,205-95.6% | $7,497-92.8% | $11,596-95.4% |