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 3-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 | $52,779 | $111,090-52.5% | $156,263-66.2% | - |
| Participation rate | 89.9% | 75.0%+14.9pp | 78.9%+11.0pp | - |
| Annual return | 14.05% | 16.66%-2.6pp | 59.47%-45.4pp | - |
| Employer contribution / active EE | $1,562 | $2,524-38.1% | $4,333-64.0% | - |
| Participant deferral / active EE | $2,515 | $4,469-43.7% | $6,158-59.2% | - |
| Admin fee / account holder | $4,980 | $15,012-66.8% | $14,255-65.1% | - |