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 | $45,701 | $79,944-42.8% | $98,439-53.6% | $75,163-39.2% |
| Participation rate | 77.5% | 70.4%+7.1pp | 75.2%+2.3pp | 67.2%+10.3pp |
| Annual return | 18.43% | 19.75%-1.3pp | 21.16%-2.7pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,185 | $2,264-47.7% | $3,048-61.1% | $2,670-55.6% |
| Participant deferral / active EE | $1,445 | $3,752-61.5% | $4,738-69.5% | $4,125-65.0% |
| Admin fee / account holder | $3,185 | $6,840-53.4% | $8,948-64.4% | $5,651-43.6% |