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 | $38,292 | $117,381-67.4% | $99,443-61.5% | $152,861-75.0% |
| Participation rate | 72.7% | 77.5%-4.8pp | 73.8%-1.1pp | 82.4%-9.7pp |
| Annual return | 6.19% | 31.87%-25.7pp | 30.72%-24.5pp | 345.32%-339.1pp |
| Employer contribution / active EE | $536 | $3,013-82.2% | $2,540-78.9% | $4,762-88.7% |
| Participant deferral / active EE | $536 | $4,086-86.9% | $3,619-85.2% | $5,850-90.8% |
| Admin fee / account holder | $13,783 | $7,631+80.6% | $6,250+120.5% | $11,596+18.9% |