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 | $56,714 | $110,257-48.6% | $96,544-41.3% | $139,434-59.3% |
| Participation rate | 73.9% | 78.1%-4.2pp | 76.0%-2.0pp | 80.3%-6.4pp |
| Annual return | 23.79% | 26.32%-2.5pp | 25.84%-2.0pp | 372.94%-349.1pp |
| Employer contribution / active EE | $2,222 | $3,620-38.6% | $2,965-25.0% | $4,751-53.2% |
| Participant deferral / active EE | $1,674 | $5,548-69.8% | $4,851-65.5% | $6,710-75.1% |
| Admin fee / account holder | $1,014 | $11,591-91.3% | $8,252-87.7% | $11,403-91.1% |