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 | $53,923 | $214,378-74.8% | $200,582-73.1% | $142,382-62.1% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 14.75% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,921 | $6,841-57.3% | $6,419-54.5% | $4,299-32.0% |
| Participant deferral / active EE | $1,698 | $9,865-82.8% | $9,331-81.8% | $6,507-73.9% |
| Admin fee / account holder | $31,775 | $17,692+79.6% | $16,305+94.9% | $12,624+151.7% |