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 | $33,155 | $165,335-79.9% | $149,696-77.9% | $158,922-79.1% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 22.72% | 348.15%-325.4pp | 276.60%-253.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $1,870 | $5,103-63.4% | $4,644-59.7% | $4,761-60.7% |
| Participant deferral / active EE | $1,905 | $7,181-73.5% | $6,842-72.2% | $5,982-68.2% |
| Admin fee / account holder | $3,217 | $10,807-70.2% | $9,309-65.4% | $11,246-71.4% |