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 | $47,759 | $123,793-61.4% | $177,821-73.1% | $79,858-40.2% |
| Participation rate | 95.0% | 84.7%+10.3pp | 87.7%+7.3pp | 69.6%+25.4pp |
| Annual return | 14.28% | 22.82%-8.5pp | 48.32%-34.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,453 | $4,095-64.5% | $5,918-75.4% | $2,471-41.2% |
| Participant deferral / active EE | $1,999 | $5,956-66.4% | $7,714-74.1% | $3,740-46.6% |
| Admin fee / account holder | $4,210 | $7,243-41.9% | $12,427-66.1% | $5,306-20.7% |