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 | $37,539 | $214,378-82.5% | $200,582-81.3% | $142,382-73.6% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 13.22% | 46.41%-33.2pp | 42.33%-29.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,316 | $6,841-66.1% | $6,419-63.9% | $4,299-46.1% |
| Participant deferral / active EE | $1,559 | $9,865-84.2% | $9,331-83.3% | $6,507-76.0% |
| Admin fee / account holder | $1,749 | $17,692-90.1% | $16,305-89.3% | $12,624-86.1% |