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 | $28,506 | $105,859-73.1% | $90,160-68.4% | $147,584-80.7% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 14.11% | 37.63%-23.5pp | 34.88%-20.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,314 | $4,126-68.1% | $3,318-60.4% | $4,876-73.0% |
| Participant deferral / active EE | $1,529 | $5,733-73.3% | $5,288-71.1% | $5,439-71.9% |
| Admin fee / account holder | $1,947 | $8,046-75.8% | $5,943-67.2% | $10,885-82.1% |