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 | $43,334 | $181,894-76.2% | $156,549-72.3% | $273,961-84.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 5.51% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,430 | $6,248-77.1% | $5,501-74.0% | $4,869-70.6% |
| Participant deferral / active EE | $1,870 | $5,550-66.3% | $4,871-61.6% | $5,287-64.6% |
| Admin fee / account holder | $533 | $15,559-96.6% | $13,027-95.9% | $10,132-94.7% |