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 | $62,710 | $81,248-22.8% | $155,509-59.7% | $80,856-22.4% |
| Participation rate | 90.5% | 66.2%+24.2pp | 78.2%+12.3pp | 67.6%+22.8pp |
| Annual return | 21.94% | 33.31%-11.4pp | 64.67%-42.7pp | 35.59%-13.7pp |
| Employer contribution / active EE | $1,219 | $3,100-60.7% | $4,672-73.9% | $2,755-55.8% |
| Participant deferral / active EE | $114 | $3,452-96.7% | $5,626-98.0% | $4,296-97.3% |
| Admin fee / account holder | $4,473 | $7,997-44.1% | $15,912-71.9% | $6,918-35.3% |