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 | $60,014 | $89,753-33.1% | $107,525-44.2% | $84,808-29.2% |
| Participation rate | 87.5% | 68.1%+19.4pp | 75.1%+12.4pp | 68.3%+19.2pp |
| Annual return | 15.00% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,863 | $3,113+88.3% | $3,754+56.2% | $2,631+122.8% |
| Participant deferral / active EE | $1,354 | $4,056-66.6% | $5,116-73.5% | $4,212-67.8% |
| Admin fee / account holder | $1,521 | $7,222-78.9% | $8,919-82.9% | $7,344-79.3% |