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 | $86,804 | $78,705+10.3% | $117,854-26.3% | $70,131+23.8% |
| Participation rate | 82.1% | 73.2%+8.9pp | 79.7%+2.5pp | 69.5%+12.6pp |
| Annual return | 18.44% | 23.30%-4.9pp | 335.08%-316.6pp | 73.14%-54.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,443 | $3,297-56.2% | $4,482-67.8% | $3,332-56.7% |
| Admin fee / account holder | $505 | $5,065-90.0% | $8,020-93.7% | $4,645-89.1% |