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 | $34,893 | $127,065-72.5% | $113,168-69.2% | $142,382-75.5% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 17.39% | 24.03%-6.6pp | 24.27%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,380 | $3,442-59.9% | $2,975-53.6% | $4,299-67.9% |
| Participant deferral / active EE | $1,721 | $5,716-69.9% | $5,107-66.3% | $6,507-73.6% |
| Admin fee / account holder | $1,314 | $15,736-91.7% | $12,068-89.1% | $12,624-89.6% |