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 | $33,465 | $89,355-62.5% | $141,162-76.3% | $72,985-54.1% |
| Participation rate | 78.7% | 75.1%+3.5pp | 82.5%-3.8pp | 69.5%+9.2pp |
| Annual return | 21.04% | 111.85%-90.8pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,109 | $3,114-64.4% | $4,735-76.6% | $2,440-54.5% |
| Participant deferral / active EE | $2,075 | $5,418-61.7% | $6,709-69.1% | $3,607-42.5% |
| Admin fee / account holder | $2,049 | $5,958-65.6% | $10,261-80.0% | $5,124-60.0% |