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 | $77,790 | $86,929-10.5% | $102,423-24.1% | $80,856-3.8% |
| Participation rate | 78.3% | 72.4%+5.9pp | 76.5%+1.8pp | 67.6%+10.6pp |
| Annual return | 17.70% | 18.88%-1.2pp | 29.32%-11.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,668 | $4,118-59.5% | $5,053-67.0% | $4,296-61.2% |
| Admin fee / account holder | $610 | $8,049-92.4% | $9,451-93.6% | $6,918-91.2% |