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 | $94,409 | $154,117-38.7% | $129,995-27.4% | $139,434-32.3% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.5%-4.8pp | 80.3%-6.6pp |
| Annual return | 18.90% | 32.48%-13.6pp | -137.18%+156.1pp | 372.94%-354.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,461 | $6,710-78.2% | $5,820-74.9% | $6,710-78.2% |
| Admin fee / account holder | $8,225 | $14,007-41.3% | $10,614-22.5% | $11,403-27.9% |