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 | $40,586 | $94,752-57.2% | $112,887-64.0% | $139,434-70.9% |
| Participation rate | 77.8% | 81.3%-3.5pp | 80.5%-2.7pp | 80.3%-2.5pp |
| Annual return | 12.46% | 40.88%-28.4pp | 34.10%-21.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $5,556 | $4,625+20.1% | $4,563+21.7% | $4,751+16.9% |
| Participant deferral / active EE | $0 | $6,512-100.0% | $6,513-100.0% | $6,710-100.0% |
| Admin fee / account holder | $741 | $8,527-91.3% | $7,047-89.5% | $11,403-93.5% |