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 | $86,948 | $152,587-43.0% | $125,175-30.5% | $152,861-43.1% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 21.17% | 54.84%-33.7pp | 43.79%-22.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,438 | $4,946-70.9% | $3,865-62.8% | $4,762-69.8% |
| Participant deferral / active EE | $1,760 | $5,868-70.0% | $4,937-64.4% | $5,850-69.9% |
| Admin fee / account holder | $2,083 | $13,434-84.5% | $9,702-78.5% | $11,596-82.0% |