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 7-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 | $22,790 | $93,571-75.6% | $135,903-83.2% | $75,163-69.7% |
| Participation rate | 76.7% | 75.2%+1.6pp | 81.9%-5.2pp | 67.2%+9.6pp |
| Annual return | 21.46% | 30.90%-9.4pp | 68.23%-46.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,148 | $3,537-67.6% | $4,856-76.4% | $2,670-57.0% |
| Participant deferral / active EE | $1,822 | $6,404-71.5% | $7,758-76.5% | $4,125-55.8% |
| Admin fee / account holder | $1,855 | $6,975-73.4% | $10,762-82.8% | $5,651-67.2% |