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 | $49,778 | $109,413-54.5% | $156,263-68.1% | $84,808-41.3% |
| Participation rate | 74.6% | 72.7%+1.9pp | 78.9%-4.3pp | 68.3%+6.3pp |
| Annual return | 14.25% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,851 | $2,907-36.3% | $4,333-57.3% | $2,631-29.7% |
| Participant deferral / active EE | $1,663 | $4,590-63.8% | $6,158-73.0% | $4,212-60.5% |
| Admin fee / account holder | $9,885 | $9,357+5.6% | $14,255-30.7% | $7,344+34.6% |