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 | $90,151 | $98,240-8.2% | $82,313+9.5% | $147,584-38.9% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 12.68% | 30.85%-18.2pp | 25.88%-13.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $642 | $3,192-79.9% | $2,428-73.6% | $4,876-86.8% |
| Participant deferral / active EE | $676 | $4,383-84.6% | $3,706-81.8% | $5,439-87.6% |
| Admin fee / account holder | $2,184 | $8,563-74.5% | $5,608-61.1% | $10,885-79.9% |