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 | $63,708 | $153,772-58.6% | $133,980-52.4% | $273,961-76.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 8.12% | 36.51%-28.4pp | 29.30%-21.2pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,628 | $6,029-73.0% | $5,211-68.8% | $4,869-66.6% |
| Participant deferral / active EE | $1,575 | $6,958-77.4% | $6,282-74.9% | $5,287-70.2% |
| Admin fee / account holder | $3,168 | $11,765-73.1% | $9,324-66.0% | $10,132-68.7% |