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 | $42,274 | $79,449-46.8% | $189,557-77.7% | $85,850-50.8% |
| Participation rate | 85.7% | 66.0%+19.7pp | 78.4%+7.3pp | 69.3%+16.4pp |
| Annual return | 19.53% | 18.45%+1.1pp | 64.17%-44.6pp | 318.53%-299.0pp |
| Employer contribution / active EE | $836 | $2,081-59.8% | $4,412-81.1% | $2,565-67.4% |
| Participant deferral / active EE | $1,177 | $4,051-71.0% | $6,174-80.9% | $3,952-70.2% |
| Admin fee / account holder | $2,288 | $5,377-57.4% | $9,807-76.7% | $6,260-63.4% |