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 | $45,430 | $179,726-74.7% | $156,263-70.9% | $142,382-68.1% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 11.86% | 77.86%-66.0pp | 59.47%-47.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $7,143 | $5,069+40.9% | $4,333+64.8% | $4,299+66.1% |
| Participant deferral / active EE | $1,697 | $6,956-75.6% | $6,158-72.4% | $6,507-73.9% |
| Admin fee / account holder | $8,946 | $17,272-48.2% | $14,255-37.2% | $12,624-29.1% |