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 | $41,085 | $149,679-72.6% | $117,039-64.9% | $147,584-72.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 77.2%+10.3pp | 82.8%+4.7pp |
| Annual return | 16.72% | 19.31%-2.6pp | 18.95%-2.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,573 | $4,937-47.9% | $3,785-32.0% | $4,876-47.2% |
| Participant deferral / active EE | $1,100 | $4,912-77.6% | $3,929-72.0% | $5,439-79.8% |
| Admin fee / account holder | $913 | $7,856-88.4% | $5,974-84.7% | $10,885-91.6% |