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 | $51,579 | $138,065-62.6% | $123,544-58.3% | $135,375-61.9% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | 18.18% | 153.68%-135.5pp | 119.20%-101.0pp | 519.73%-501.6pp |
| Employer contribution / active EE | $7,902 | $5,151+53.4% | $4,628+70.7% | $4,779+65.3% |
| Participant deferral / active EE | $2,013 | $6,799-70.4% | $6,426-68.7% | $5,609-64.1% |
| Admin fee / account holder | $612 | $10,916-94.4% | $9,284-93.4% | $10,827-94.3% |