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 | $69,623 | $98,750-29.5% | $149,696-53.5% | $79,858-12.8% |
| Participation rate | 94.0% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.4pp |
| Annual return | 16.05% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,331 | $3,216-27.5% | $4,644-49.8% | $2,471-5.7% |
| Participant deferral / active EE | $2,214 | $5,680-61.0% | $6,842-67.6% | $3,740-40.8% |
| Admin fee / account holder | $308 | $6,053-94.9% | $9,309-96.7% | $5,306-94.2% |