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 | $34,639 | $109,413-68.3% | $156,263-77.8% | $84,808-59.2% |
| Participation rate | 93.2% | 72.7%+20.5pp | 78.9%+14.2pp | 68.3%+24.8pp |
| Annual return | 15.11% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,370 | $2,907-52.9% | $4,333-68.4% | $2,631-47.9% |
| Participant deferral / active EE | $1,136 | $4,590-75.3% | $6,158-81.6% | $4,212-73.0% |
| Admin fee / account holder | $1,802 | $9,357-80.7% | $14,255-87.4% | $7,344-75.5% |