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 | $67,806 | $153,772-55.9% | $133,980-49.4% | $273,961-75.2% |
| Participation rate | 82.6% | 88.4%-5.8pp | 87.1%-4.5pp | 83.0%-0.4pp |
| Annual return | 16.51% | 36.51%-20.0pp | 29.30%-12.8pp | 41.45%-24.9pp |
| Employer contribution / active EE | $1,329 | $6,029-78.0% | $5,211-74.5% | $4,869-72.7% |
| Participant deferral / active EE | $2,115 | $6,958-69.6% | $6,282-66.3% | $5,287-60.0% |
| Admin fee / account holder | $1,324 | $11,765-88.7% | $9,324-85.8% | $10,132-86.9% |