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 | $103,373 | $138,347-25.3% | $184,203-43.9% | $80,856+27.8% |
| Participation rate | 80.8% | 83.9%-3.1pp | 86.8%-6.0pp | 67.6%+13.1pp |
| Annual return | 15.89% | 20.02%-4.1pp | 28.81%-12.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,002 | $4,850-58.7% | $6,427-68.9% | $2,755-27.3% |
| Participant deferral / active EE | $2,810 | $7,071-60.3% | $9,131-69.2% | $4,296-34.6% |
| Admin fee / account holder | $23,033 | $10,483+119.7% | $13,901+65.7% | $6,918+232.9% |