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 | $59,842 | $185,822-67.8% | $169,993-64.8% | $139,434-57.1% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 12.47% | 60.50%-48.0pp | 53.37%-40.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,941 | $7,590-74.4% | $6,785-71.4% | $4,751-59.2% |
| Participant deferral / active EE | $1,793 | $11,622-84.6% | $10,408-82.8% | $6,710-73.3% |
| Admin fee / account holder | $3,764 | $15,381-75.5% | $12,815-70.6% | $11,403-67.0% |