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 | $65,050 | $99,985-34.9% | $146,665-55.6% | $85,850-24.2% |
| Participation rate | 74.3% | 73.1%+1.2pp | 80.1%-5.8pp | 69.3%+5.0pp |
| Annual return | 17.39% | 18.93%-1.5pp | 22.74%-5.4pp | 318.53%-301.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,597 | $4,006-60.1% | $5,506-71.0% | $3,952-59.6% |
| Admin fee / account holder | $4,856 | $7,702-37.0% | $10,280-52.8% | $6,260-22.4% |