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 | $28,175 | $85,202-66.9% | $172,739-83.7% | $72,985-61.4% |
| Participation rate | 87.4% | 70.1%+17.3pp | 82.6%+4.7pp | 69.5%+17.9pp |
| Annual return | 20.63% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,053 | $3,324-68.3% | $5,143-79.5% | $2,440-56.9% |
| Participant deferral / active EE | $801 | $3,260-75.4% | $5,198-84.6% | $3,607-77.8% |
| Admin fee / account holder | $868 | $5,884-85.2% | $13,954-93.8% | $5,124-83.1% |