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 | $135,235 | $106,584+26.9% | $101,326+33.5% | $142,382-5.0% |
| Participation rate | 73.7% | 82.7%-9.0pp | 81.5%-7.8pp | 80.1%-6.4pp |
| Annual return | 13.48% | 36.93%-23.5pp | 36.82%-23.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $405 | $3,956-89.8% | $3,665-88.9% | $4,299-90.6% |
| Participant deferral / active EE | $2,073 | $8,297-75.0% | $7,994-74.1% | $6,507-68.1% |
| Admin fee / account holder | $9,168 | $11,446-19.9% | $11,185-18.0% | $12,624-27.4% |