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 | $47,341 | $89,753-47.3% | $107,525-56.0% | $84,808-44.2% |
| Participation rate | 86.2% | 68.1%+18.1pp | 75.1%+11.1pp | 68.3%+17.9pp |
| Annual return | 16.35% | 29.48%-13.1pp | 181.32%-165.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,009 | $3,113-35.5% | $3,754-46.5% | $2,631-23.6% |
| Participant deferral / active EE | $855 | $4,056-78.9% | $5,116-83.3% | $4,212-79.7% |
| Admin fee / account holder | $4,399 | $7,222-39.1% | $8,919-50.7% | $7,344-40.1% |