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 | $61,786 | $162,781-62.0% | $133,956-53.9% | $158,922-61.1% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 16.60% | 41.94%-25.3pp | 45.09%-28.5pp | 302.83%-286.2pp |
| Employer contribution / active EE | $956 | $4,975-80.8% | $3,919-75.6% | $4,761-79.9% |
| Participant deferral / active EE | $1,393 | $5,911-76.4% | $5,048-72.4% | $5,982-76.7% |
| Admin fee / account holder | $2,106 | $11,736-82.1% | $8,927-76.4% | $11,246-81.3% |