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 | $104,058 | $152,587-31.8% | $125,175-16.9% | $152,861-31.9% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 10.88% | 54.84%-44.0pp | 43.79%-32.9pp | 345.32%-334.4pp |
| Employer contribution / active EE | $1,225 | $4,946-75.2% | $3,865-68.3% | $4,762-74.3% |
| Participant deferral / active EE | $1,330 | $5,868-77.3% | $4,937-73.1% | $5,850-77.3% |
| Admin fee / account holder | $11,595 | $13,434-13.7% | $9,702+19.5% | $11,5960% |