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 | $57,791 | $138,347-58.2% | $184,203-68.6% | $80,856-28.5% |
| Participation rate | 85.9% | 83.9%+2.0pp | 86.8%-0.9pp | 67.6%+18.3pp |
| Annual return | 13.26% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,882 | $4,850-61.2% | $6,427-70.7% | $2,755-31.7% |
| Participant deferral / active EE | $3,041 | $7,071-57.0% | $9,131-66.7% | $4,296-29.2% |
| Admin fee / account holder | $2,579 | $10,483-75.4% | $13,901-81.4% | $6,918-62.7% |