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 | $48,817 | $127,065-61.6% | $113,168-56.9% | $142,382-65.7% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 13.93% | 24.03%-10.1pp | 24.27%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,630 | $3,442-52.6% | $2,975-45.2% | $4,299-62.1% |
| Participant deferral / active EE | $937 | $5,716-83.6% | $5,107-81.6% | $6,507-85.6% |
| Admin fee / account holder | $876 | $15,736-94.4% | $12,068-92.7% | $12,624-93.1% |