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 | $35,441 | $78,672-55.0% | $109,143-67.5% | $85,850-58.7% |
| Participation rate | 93.5% | 68.3%+25.3pp | 75.9%+17.7pp | 69.3%+24.2pp |
| Annual return | 13.36% | 25.09%-11.7pp | 25.75%-12.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $5,810 | $2,735+112.5% | $3,722+56.1% | $2,565+126.5% |
| Participant deferral / active EE | $1,311 | $3,467-62.2% | $4,653-71.8% | $3,952-66.8% |
| Admin fee / account holder | $3,081 | $5,469-43.7% | $6,752-54.4% | $6,260-50.8% |