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 | $72,371 | $117,841-38.6% | $102,423-29.3% | $145,922-50.4% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 12.70% | 31.65%-18.9pp | 29.32%-16.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $867 | $3,615-76.0% | $3,023-71.3% | $4,660-81.4% |
| Participant deferral / active EE | $1,611 | $5,731-71.9% | $5,053-68.1% | $6,688-75.9% |
| Admin fee / account holder | $703 | $13,326-94.7% | $9,451-92.6% | $13,397-94.8% |