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 | $68,483 | $78,672-13.0% | $109,143-37.3% | $85,850-20.2% |
| Participation rate | 89.5% | 68.3%+21.2pp | 75.9%+13.6pp | 69.3%+20.2pp |
| Annual return | 23.85% | 25.09%-1.2pp | 25.75%-1.9pp | 318.53%-294.7pp |
| Employer contribution / active EE | $1,067 | $2,735-61.0% | $3,722-71.3% | $2,565-58.4% |
| Participant deferral / active EE | $1,181 | $3,467-65.9% | $4,653-74.6% | $3,952-70.1% |
| Admin fee / account holder | $3,260 | $5,469-40.4% | $6,752-51.7% | $6,260-47.9% |