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 | $54,996 | $214,378-74.3% | $200,582-72.6% | $142,382-61.4% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 16.18% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,435 | $6,841-49.8% | $6,419-46.5% | $4,299-20.1% |
| Participant deferral / active EE | $2,261 | $9,865-77.1% | $9,331-75.8% | $6,507-65.3% |
| Admin fee / account holder | $7,790 | $17,692-56.0% | $16,305-52.2% | $12,624-38.3% |