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 | $49,230 | $109,881-55.2% | $150,045-67.2% | $84,808-42.0% |
| Participation rate | 93.5% | 76.1%+17.4pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 15.52% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $837 | $3,561-76.5% | $4,693-82.2% | $2,631-68.2% |
| Participant deferral / active EE | $2,459 | $6,636-62.9% | $7,997-69.2% | $4,212-41.6% |
| Admin fee / account holder | $2,481 | $8,568-71.0% | $13,435-81.5% | $7,344-66.2% |