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 | $127,417 | $118,849+7.2% | $96,562+32.0% | $167,490-23.9% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 18.97% | 50.49%-31.5pp | 37.78%-18.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $661 | $3,120-78.8% | $2,356-72.0% | $4,837-86.3% |
| Participant deferral / active EE | $931 | $4,616-79.8% | $3,849-75.8% | $6,341-85.3% |
| Admin fee / account holder | $4,677 | $8,065-42.0% | $6,181-24.3% | $12,309-62.0% |