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 | $55,442 | $117,841-53.0% | $102,423-45.9% | $145,922-62.0% |
| Participation rate | 81.0% | 78.6%+2.4pp | 76.5%+4.5pp | 80.3%+0.7pp |
| Annual return | 13.50% | 31.65%-18.1pp | 29.32%-15.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,127 | $3,615-41.1% | $3,023-29.6% | $4,660-54.3% |
| Participant deferral / active EE | $1,629 | $5,731-71.6% | $5,053-67.8% | $6,688-75.6% |
| Admin fee / account holder | $558 | $13,326-95.8% | $9,451-94.1% | $13,397-95.8% |