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 | $29,655 | $72,277-59.0% | $101,248-70.7% | $79,858-62.9% |
| Participation rate | 81.2% | 68.5%+12.7pp | 75.8%+5.4pp | 69.6%+11.5pp |
| Annual return | 14.13% | 22.30%-8.2pp | 46.47%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,553 | $2,692+32.0% | $3,660-2.9% | $2,471+43.8% |
| Participant deferral / active EE | $1,330 | $3,282-59.5% | $4,370-69.6% | $3,740-64.4% |
| Admin fee / account holder | $4,119 | $4,400-6.4% | $5,945-30.7% | $5,306-22.4% |