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 | $35,324 | $181,894-80.6% | $156,549-77.4% | $273,961-87.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.78% | 30.74%-22.0pp | 32.23%-23.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,340 | $6,248-78.6% | $5,501-75.7% | $4,869-72.5% |
| Participant deferral / active EE | $1,662 | $5,550-70.0% | $4,871-65.9% | $5,287-68.6% |
| Admin fee / account holder | $39,921 | $15,559+156.6% | $13,027+206.4% | $10,132+294.0% |