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 | $35,571 | $95,803-62.9% | $113,168-68.6% | $84,808-58.1% |
| Participation rate | 89.6% | 72.9%+16.7pp | 76.6%+13.0pp | 68.3%+21.3pp |
| Annual return | 28.14% | 25.00%+3.1pp | 24.27%+3.9pp | 40.90%-12.8pp |
| Employer contribution / active EE | $991 | $2,360-58.0% | $2,975-66.7% | $2,631-62.3% |
| Participant deferral / active EE | $917 | $4,242-78.4% | $5,107-82.0% | $4,212-78.2% |
| Admin fee / account holder | $6,045 | $8,989-32.7% | $12,068-49.9% | $7,344-17.7% |