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 | $29,397 | $103,376-71.6% | $87,100-66.2% | $152,861-80.8% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 15.59% | 28.10%-12.5pp | 28.19%-12.6pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,500 | $3,220-53.4% | $2,521-40.5% | $4,762-68.5% |
| Participant deferral / active EE | $1,100 | $4,778-77.0% | $4,049-72.8% | $5,850-81.2% |
| Admin fee / account holder | $1,117 | $12,205-90.8% | $7,497-85.1% | $11,596-90.4% |