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 | $33,567 | $86,286-61.1% | $111,297-69.8% | $85,850-60.9% |
| Participation rate | 95.8% | 73.3%+22.5pp | 77.3%+18.5pp | 69.3%+26.5pp |
| Annual return | 11.63% | 19.99%-8.4pp | 54.65%-43.0pp | 318.53%-306.9pp |
| Employer contribution / active EE | $788 | $2,043-61.4% | $2,731-71.2% | $2,565-69.3% |
| Participant deferral / active EE | $1,062 | $3,641-70.8% | $4,487-76.3% | $3,952-73.1% |
| Admin fee / account holder | $1,117 | $8,188-86.4% | $7,964-86.0% | $6,260-82.2% |