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 | $52,208 | $78,422-33.4% | $95,952-45.6% | $79,858-34.6% |
| Participation rate | 82.4% | 73.5%+8.9pp | 77.1%+5.3pp | 69.6%+12.7pp |
| Annual return | 13.42% | 19.37%-6.0pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,494 | $1,945-23.2% | $2,541-41.2% | $2,471-39.6% |
| Participant deferral / active EE | $666 | $3,440-80.6% | $4,167-84.0% | $3,740-82.2% |
| Admin fee / account holder | $4,026 | $5,622-28.4% | $6,795-40.7% | $5,306-24.1% |