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 | $56,145 | $100,326-44.0% | $180,183-68.8% | $84,808-33.8% |
| Participation rate | 70.6% | 71.0%-0.4pp | 77.4%-6.8pp | 68.3%+2.3pp |
| Annual return | 14.09% | 17.86%-3.8pp | 27.86%-13.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,177 | $3,269-2.8% | $5,039-37.0% | $2,631+20.7% |
| Participant deferral / active EE | $1,575 | $5,066-68.9% | $6,822-76.9% | $4,212-62.6% |
| Admin fee / account holder | $5,480 | $9,674-43.4% | $19,975-72.6% | $7,344-25.4% |