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 | $46,252 | $214,378-78.4% | $200,582-76.9% | $142,382-67.5% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 14.56% | 46.41%-31.8pp | 42.33%-27.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,614 | $6,841-76.4% | $6,419-74.9% | $4,299-62.5% |
| Participant deferral / active EE | $1,977 | $9,865-80.0% | $9,331-78.8% | $6,507-69.6% |
| Admin fee / account holder | $3,765 | $17,692-78.7% | $16,305-76.9% | $12,624-70.2% |