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 | $36,886 | $106,515-65.4% | $96,683-61.8% | $139,434-73.5% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 14.22% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $7,302 | $4,103+78.0% | $3,737+95.4% | $4,751+53.7% |
| Participant deferral / active EE | $568 | $5,454-89.6% | $4,878-88.4% | $6,710-91.5% |
| Admin fee / account holder | $7,574 | $7,877-3.9% | $6,730+12.5% | $11,403-33.6% |