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 | $142,980 | $74,927+90.8% | $101,794+40.5% | $84,808+68.6% |
| Participation rate | 79.3% | 61.4%+17.9pp | 69.2%+10.1pp | 68.3%+11.0pp |
| Annual return | 14.70% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $644 | $3,099-79.2% | $4,084-84.2% | $4,212-84.7% |
| Admin fee / account holder | $3,833 | $6,514-41.2% | $8,777-56.3% | $7,344-47.8% |