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 | $32,401 | $83,477-61.2% | $125,175-74.1% | $72,985-55.6% |
| Participation rate | 81.3% | 73.3%+7.9pp | 79.8%+1.5pp | 69.5%+11.8pp |
| Annual return | 32.63% | 25.78%+6.9pp | 43.79%-11.2pp | 81.00%-48.4pp |
| Employer contribution / active EE | $4,497 | $2,345+91.8% | $3,865+16.3% | $2,440+84.3% |
| Participant deferral / active EE | $1,173 | $3,585-67.3% | $4,937-76.2% | $3,607-67.5% |
| Admin fee / account holder | $1,331 | $5,517-75.9% | $9,702-86.3% | $5,124-74.0% |