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 | $46,328 | $98,240-52.8% | $82,313-43.7% | $147,584-68.6% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 10.68% | 30.85%-20.2pp | 25.88%-15.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $847 | $3,192-73.5% | $2,428-65.1% | $4,876-82.6% |
| Participant deferral / active EE | $1,252 | $4,383-71.4% | $3,706-66.2% | $5,439-77.0% |
| Admin fee / account holder | $12,772 | $8,563+49.1% | $5,608+127.7% | $10,885+17.3% |