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 | $52,120 | $72,277-27.9% | $101,248-48.5% | $79,858-34.7% |
| Participation rate | 89.3% | 68.5%+20.8pp | 75.8%+13.5pp | 69.6%+19.7pp |
| Annual return | 22.83% | 22.30%+0.5pp | 46.47%-23.6pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,526 | $2,692-6.1% | $3,660-31.0% | $2,471+2.2% |
| Participant deferral / active EE | $1,169 | $3,282-64.4% | $4,370-73.3% | $3,740-68.7% |
| Admin fee / account holder | $6,669 | $4,400+51.6% | $5,945+12.2% | $5,306+25.7% |