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 | $74,850 | $176,812-57.7% | $146,665-49.0% | $167,490-55.3% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 9.90% | 24.03%-14.1pp | 22.74%-12.8pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,260 | $5,160-75.6% | $4,136-69.5% | $4,837-73.9% |
| Participant deferral / active EE | $1,964 | $6,440-69.5% | $5,506-64.3% | $6,341-69.0% |
| Admin fee / account holder | $5,345 | $13,259-59.7% | $10,280-48.0% | $12,309-56.6% |