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 | $26,204 | $81,248-67.7% | $155,509-83.1% | $80,856-67.6% |
| Participation rate | 72.8% | 66.2%+6.6pp | 78.2%-5.4pp | 67.6%+5.2pp |
| Annual return | 21.88% | 33.31%-11.4pp | 64.67%-42.8pp | 35.59%-13.7pp |
| Employer contribution / active EE | $1,362 | $3,100-56.1% | $4,672-70.9% | $2,755-50.6% |
| Participant deferral / active EE | $708 | $3,452-79.5% | $5,626-87.4% | $4,296-83.5% |
| Admin fee / account holder | $1,889 | $7,997-76.4% | $15,912-88.1% | $6,918-72.7% |