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 | $60,952 | $116,175-47.5% | $93,606-34.9% | $152,861-60.1% |
| Participation rate | 89.5% | 78.0%+11.4pp | 75.8%+13.6pp | 82.4%+7.0pp |
| Annual return | 18.69% | 35.96%-17.3pp | 32.76%-14.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $6,401 | $3,218+98.9% | $2,718+135.5% | $4,762+34.4% |
| Participant deferral / active EE | $858 | $4,603-81.4% | $4,069-78.9% | $5,850-85.3% |
| Admin fee / account holder | $1,671 | $10,748-84.5% | $7,888-78.8% | $11,596-85.6% |