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 | $68,735 | $115,708-40.6% | $65,255+5.3% | $139,434-50.7% |
| Participation rate | 91.7% | 67.8%+23.8pp | 65.0%+26.7pp | 80.3%+11.3pp |
| Annual return | 13.43% | 31.19%-17.8pp | 47.35%-33.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,362 | $2,599-9.1% | $1,691+39.7% | $4,751-50.3% |
| Participant deferral / active EE | $374 | $4,240-91.2% | $2,831-86.8% | $6,710-94.4% |
| Admin fee / account holder | $775 | $6,698-88.4% | $4,112-81.2% | $11,403-93.2% |