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 | $33,622 | $93,571-64.1% | $135,903-75.3% | $75,163-55.3% |
| Participation rate | 75.4% | 75.2%+0.2pp | 81.9%-6.5pp | 67.2%+8.2pp |
| Annual return | 22.25% | 30.90%-8.7pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,520 | $3,537-57.0% | $4,856-68.7% | $2,670-43.1% |
| Participant deferral / active EE | $2,187 | $6,404-65.8% | $7,758-71.8% | $4,125-47.0% |
| Admin fee / account holder | $2,029 | $6,975-70.9% | $10,762-81.1% | $5,651-64.1% |