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 | $59,044 | $148,978-60.4% | $200,582-70.6% | $84,808-30.4% |
| Participation rate | 75.9% | 84.2%-8.4pp | 86.9%-11.0pp | 68.3%+7.6pp |
| Annual return | 17.37% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,073 | $4,815-56.9% | $6,419-67.7% | $2,631-21.2% |
| Participant deferral / active EE | $2,582 | $7,142-63.9% | $9,331-72.3% | $4,212-38.7% |
| Admin fee / account holder | $9,574 | $13,977-31.5% | $16,305-41.3% | $7,344+30.4% |