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 | $46,002 | $92,985-50.5% | $153,485-70.0% | $80,856-43.1% |
| Participation rate | 97.1% | 69.0%+28.2pp | 77.1%+20.1pp | 67.6%+29.5pp |
| Annual return | 13.88% | 19.95%-6.1pp | 15.65%-1.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,727 | $3,507-50.7% | $5,039-65.7% | $2,755-37.3% |
| Participant deferral / active EE | $1,692 | $5,178-67.3% | $6,757-75.0% | $4,296-60.6% |
| Admin fee / account holder | $2,961 | $8,880-66.7% | $12,724-76.7% | $6,918-57.2% |