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 | $52,295 | $176,811-70.4% | $146,958-64.4% | - |
| Participation rate | 86.9% | 76.9%+10.0pp | 82.2%+4.7pp | - |
| Annual return | 12.82% | 11.56%+1.3pp | 418.34%-405.5pp | - |
| Employer contribution / active EE | $2,391 | $3,294-27.4% | $4,933-51.5% | - |
| Participant deferral / active EE | $4,004 | $6,900-42.0% | $8,070-50.4% | - |
| Admin fee / account holder | $631 | $27,451-97.7% | $12,998-95.1% | - |