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 | $45,371 | $80,673-43.8% | $101,326-55.2% | $84,808-46.5% |
| Participation rate | 84.9% | 77.8%+7.1pp | 81.5%+3.4pp | 68.3%+16.6pp |
| Annual return | 14.85% | 38.95%-24.1pp | 36.82%-22.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,153 | $2,698-57.3% | $3,665-68.5% | $2,631-56.2% |
| Participant deferral / active EE | $1,920 | $6,840-71.9% | $7,994-76.0% | $4,212-54.4% |
| Admin fee / account holder | $5,726 | $12,784-55.2% | $11,185-48.8% | $7,344-22.0% |