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 | $77,185 | $59,584+29.5% | $86,874-11.2% | $79,386-2.8% |
| Participation rate | 76.2% | 67.7%+8.6pp | 71.6%+4.6pp | 70.7%+5.5pp |
| Annual return | 11.79% | 23.15%-11.4pp | 63.52%-51.7pp | 116.85%-105.1pp |
| Employer contribution / active EE | $713 | $1,768-59.7% | $2,495-71.4% | $2,427-70.6% |
| Participant deferral / active EE | $1,030 | $3,036-66.1% | $3,699-72.1% | $4,046-74.5% |
| Admin fee / account holder | $1,777 | $604+194.1% | $5,828-69.5% | $626+183.7% |