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 | $37,692 | $95,803-60.7% | $113,168-66.7% | $84,808-55.6% |
| Participation rate | 98.0% | 72.9%+25.1pp | 76.6%+21.4pp | 68.3%+29.6pp |
| Annual return | 18.06% | 25.00%-6.9pp | 24.27%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,304 | $2,360-2.4% | $2,975-22.6% | $2,631-12.4% |
| Participant deferral / active EE | $1,675 | $4,242-60.5% | $5,107-67.2% | $4,212-60.2% |
| Admin fee / account holder | $912 | $8,989-89.9% | $12,068-92.4% | $7,344-87.6% |