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 | $69,930 | $80,717-13.4% | $154,803-54.8% | $84,808-17.5% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 14.51% | 37.96%-23.4pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,469 | $2,761-46.8% | $4,305-65.9% | $2,631-44.2% |
| Participant deferral / active EE | $114 | $3,303-96.5% | $5,540-97.9% | $4,212-97.3% |
| Admin fee / account holder | $1,744 | $6,746-74.2% | $14,329-87.8% | $7,344-76.3% |