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 | $49,881 | $106,515-53.2% | $96,683-48.4% | $139,434-64.2% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 15.14% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,200 | $4,103-70.7% | $3,737-67.9% | $4,751-74.7% |
| Participant deferral / active EE | $511 | $5,454-90.6% | $4,878-89.5% | $6,710-92.4% |
| Admin fee / account holder | $10,180 | $7,877+29.2% | $6,730+51.3% | $11,403-10.7% |