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 | $50,818 | $138,347-63.3% | $184,203-72.4% | $80,856-37.2% |
| Participation rate | 76.3% | 83.9%-7.6pp | 86.8%-10.5pp | 67.6%+8.6pp |
| Annual return | 11.92% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,755 | $4,850-63.8% | $6,427-72.7% | $2,755-36.3% |
| Participant deferral / active EE | $2,360 | $7,071-66.6% | $9,131-74.2% | $4,296-45.1% |
| Admin fee / account holder | $4,630 | $10,483-55.8% | $13,901-66.7% | $6,918-33.1% |