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 | $73,454 | $89,753-18.2% | $107,525-31.7% | $84,808-13.4% |
| Participation rate | 85.7% | 68.1%+17.7pp | 75.1%+10.6pp | 68.3%+17.4pp |
| Annual return | 14.32% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,849 | $3,113-8.5% | $3,754-24.1% | $2,631+8.3% |
| Participant deferral / active EE | $1,396 | $4,056-65.6% | $5,116-72.7% | $4,212-66.8% |
| Admin fee / account holder | $5,223 | $7,222-27.7% | $8,919-41.4% | $7,344-28.9% |