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 | $147,123 | $88,634+66.0% | $101,326+45.2% | $74,304+98.0% |
| Participation rate | 75.0% | 76.9%-1.9pp | 81.5%-6.5pp | 60.3%+14.7pp |
| Annual return | 16.64% | 33.10%-16.5pp | 36.82%-20.2pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,256 | $2,930-57.1% | $3,665-65.7% | $2,241-44.0% |
| Participant deferral / active EE | $2,376 | $7,322-67.5% | $7,994-70.3% | $3,767-36.9% |
| Admin fee / account holder | $10,369 | $2,425+327.6% | $11,185-7.3% | $2,969+249.3% |