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 | $46,392 | $173,345-73.2% | $136,007-65.9% | $145,922-68.2% |
| Participation rate | 70.8% | 80.5%-9.6pp | 76.5%-5.6pp | 80.3%-9.4pp |
| Annual return | 12.56% | 1163.32%-1150.8pp | 579.32%-566.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,331 | $5,278-55.8% | $4,217-44.7% | $4,660-50.0% |
| Participant deferral / active EE | $854 | $8,699-90.2% | $7,025-87.8% | $6,688-87.2% |
| Admin fee / account holder | $1,900 | $9,954-80.9% | $6,858-72.3% | $13,397-85.8% |