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 | $50,008 | $124,281-59.8% | $109,143-54.2% | $167,490-70.1% |
| Participation rate | 76.2% | 79.4%-3.3pp | 75.9%+0.3pp | 82.1%-5.9pp |
| Annual return | 12.95% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,078 | $4,207-74.4% | $3,722-71.0% | $4,837-77.7% |
| Participant deferral / active EE | $1,205 | $5,255-77.1% | $4,653-74.1% | $6,341-81.0% |
| Admin fee / account holder | $822 | $7,970-89.7% | $6,752-87.8% | $12,309-93.3% |