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 | $33,658 | $99,341-66.1% | $84,750-60.3% | $273,961-87.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.19% | 22.93%-14.7pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $822 | $4,214-80.5% | $3,574-77.0% | $4,869-83.1% |
| Participant deferral / active EE | $822 | $4,269-80.8% | $3,712-77.9% | $5,287-84.5% |
| Admin fee / account holder | $6,024 | $6,644-9.3% | $5,332+13.0% | $10,132-40.5% |