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 | $43,838 | $89,753-51.2% | $107,525-59.2% | $84,808-48.3% |
| Participation rate | 93.2% | 68.1%+25.2pp | 75.1%+18.1pp | 68.3%+24.9pp |
| Annual return | 16.00% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,445 | $3,113-53.6% | $3,754-61.5% | $2,631-45.1% |
| Participant deferral / active EE | $1,129 | $4,056-72.2% | $5,116-77.9% | $4,212-73.2% |
| Admin fee / account holder | $5,626 | $7,222-22.1% | $8,919-36.9% | $7,344-23.4% |