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 | $23,210 | $107,452-78.4% | $91,541-74.6% | $142,382-83.7% |
| Participation rate | 87.0% | 75.1%+11.9pp | 69.8%+17.2pp | 80.1%+6.8pp |
| Annual return | 15.17% | 22.06%-6.9pp | 20.50%-5.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,519 | $2,994-49.3% | $2,505-39.3% | $4,299-64.7% |
| Participant deferral / active EE | $784 | $4,754-83.5% | $4,008-80.4% | $6,507-87.9% |
| Admin fee / account holder | $5,282 | $8,834-40.2% | $6,956-24.1% | $12,624-58.2% |