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 | $64,990 | $67,606-3.9% | $82,313-21.0% | $70,131-7.3% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.9%-6.3pp | 69.5%+1.0pp |
| Annual return | 17.99% | 21.57%-3.6pp | 25.88%-7.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $851 | $2,987-71.5% | $3,706-77.1% | $3,332-74.5% |
| Admin fee / account holder | $4,456 | $4,512-1.2% | $5,608-20.5% | $4,645-4.1% |