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 | $46,006 | $135,952-66.2% | $123,892-62.9% | $273,961-83.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 9.78% | 56.63%-46.8pp | 47.52%-37.7pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,157 | $5,170-77.6% | $4,617-74.9% | $4,869-76.2% |
| Participant deferral / active EE | $1,581 | $6,343-75.1% | $5,984-73.6% | $5,287-70.1% |
| Admin fee / account holder | $9,129 | $9,817-7.0% | $8,357+9.2% | $10,132-9.9% |